2023 Form 5500 filing — Intervention Inc. 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 20241010142851NAL0010137619001) for Intervention Inc. 401(K) Plan, reported by Intervention Inc. under EIN 74-2433259 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,439,373

Participants288

Provider compensation$49.5K3 Schedule C row(s)$49,494

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010142851NAL0010137619001
Plan sponsor: Intervention Inc.
EIN: 74-2433259
Plan number: 001
Location: Lakewood, CO
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.4M total assets

Net assets$8.4MLiabilities$0

Money in vs. money out

Total income / additions$1.6M

Total expenses$470K

Benefits paid / distributions$438.9K

Contributions

Employer$286.5K

Participant$467.2K

Full reported line items

Total assets (EOY): $8,439,373
Total liabilities (EOY): $0
Net assets (EOY): $8,439,373
Employer contributions: $286,522
Participant contributions: $467,170
Total income / additions: $1,600,496
Benefits paid: $438,921
Administrative expenses: $31,046
Total expenses: $469,967
Net increase / (decrease): $1,130,529

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$31K
CONTRACT ADMINISTRATOR · Direct $31K · Indirect $0
2
Pensionmark Financial Group, LLC$18.4K
INVESTMENT ADVISORY · Direct $0 · Indirect $18.4K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010142851NAL0010137619001 cover?: It is the 2023 Form 5500 filing for Intervention Inc. 401(K) Plan, reported by Intervention Inc. (EIN 74-2433259).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).