2023 Form 5500 filing — Integra Realty Resources 401(K) Retirement 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 20241011141811NAL0022916241001) for Integra Realty Resources 401(K) Retirement Plan, reported by Integra Realty Resources, Inc under EIN 58-2471341 and plan number 333. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011141811NAL0022916241001
Filing year
2023
Form type
3
Plan sponsor
Integra Realty Resources, Inc
EIN
58-2471341
Plan number
333
Location
Denver, CO
Participants
180
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,967,711
Total liabilities (EOY)
$169
Net assets (EOY)
$13,967,542
Employer contributions
$353,883
Participant contributions
$771,890
Total income / additions
$3,432,815
Benefits paid
$5,921,647
Administrative expenses
$167,605
Total expenses
$6,089,252
Net increase / (decrease)
-$2,656,437
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins Co Of AmericaRECORDKEEPER$97,242$0
Pinnacle Financial Services, Inc.THIRD PARTY ADMINISTATOR$25,138$0
Sageview Advisory Group LLCINVESTMENT ADVISOR$20,000$0
Empower Annuity Ins Co Of AmericaINVESTMENT MGMT$6not reported in the loaded dataset

Related Form 5500 pages