2023 Form 5500 filing — Infinity Systems Engineering, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010095832NAL0020790305001) for Infinity Systems Engineering, LLC 401(K) Plan, reported by Infinity Systems Engineering, under EIN 84-1346695 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010095832NAL0020790305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Infinity Systems Engineering,
- EIN
- 84-1346695
- Plan number
- 001
- Location
- Colorado Springs, CO
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,033,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,033,977
- Employer contributions
- $2,688,854
- Participant contributions
- $2,364,624
- Total income / additions
- $14,644,317
- Benefits paid
- $3,626,583
- Administrative expenses
- $143,581
- Total expenses
- $3,787,916
- Net increase / (decrease)
- $10,856,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| James A. Reichert | INVESTMENT/FINANCIAL ADVI | $74,794 | $0 |
| Adp, Inc. | RECORD KEEPER | $53,787 | $0 |
| Haynie & Company, P.C. | ACCOUNTANT | $15,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |