2023 Form 5500 filing — Infinite Legacy, Inc. Retirement Savings 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 20241011122356NAL0044277042001) for Infinite Legacy, Inc. Retirement Savings Plan, reported by Infinite Legacy, Inc. under EIN 52-1736533 and plan number 002. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122356NAL0044277042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Infinite Legacy, Inc.
- EIN
- 52-1736533
- Plan number
- 002
- Location
- Baltimore, MD
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,612,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,612,039
- Employer contributions
- $1,016,404
- Participant contributions
- $1,840,494
- Total income / additions
- $11,064,697
- Benefits paid
- $661,388
- Administrative expenses
- $67,540
- Total expenses
- $728,928
- Net increase / (decrease)
- $10,335,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $64,425 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| American Beacon Funds | NONE | $0 | $0 |
| Royce Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Hartford Mutual Funds | NONE | $0 | $0 |
| Cohen & Steers Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |