2023 Form 5500 filing — Intelli(K) Pooled Employer 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 20241011103726NAL0043995682001) for Intelli(K) Pooled Employer Plan, reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 041. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$9.8MReported net assets$9,806,714
Participants203
Provider compensation$7.7K1 Schedule C row(s)$7,689
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011103726NAL0043995682001
- Plan sponsor
- Standard Retirement Services, Inc.
- EIN
- 25-1838406
- Plan number
- 041
- Location
- Portland, OR
- Received date
- not reported in the loaded dataset
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)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,806,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,806,714
- Employer contributions
- $141,470
- Participant contributions
- $298,737
- Total income / additions
- $1,295,989
- Benefits paid
- $53,829
- Administrative expenses
- $990
- Total expenses
- $54,819
- Net increase / (decrease)
- $1,241,170
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1