2023 Form 5500 filing — Indio Management 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 20241014095545NAL0044062528001) for Indio Management 401(K) Plan, reported by Indio Partners, Lp under EIN 32-0406362 and plan number 001. It reports 485 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)$3.3MReported net assets$3,331,631
Participants485
Provider compensation$12.8K1 Schedule C row(s)$12,792
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014095545NAL0044062528001
Plan sponsor
Indio Partners, Lp
EIN
32-0406362
Plan number
001
Location
Dallas, TX
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)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$592.6K
Benefits paid / distributions$555.7K
Contributions
Employer$428.1K
Participant$738.8K
Full reported line items
Total assets (EOY)
$3,331,631
Total liabilities (EOY)
$0
Net assets (EOY)
$3,331,631
Employer contributions
$428,127
Participant contributions
$738,800
Total income / additions
$1,992,973
Benefits paid
$555,690
Administrative expenses
$12,792
Total expenses
$592,640
Net increase / (decrease)
$1,400,333
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$12.8K
    RECORD KEEPER · Direct $12.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014095545NAL0044062528001 cover?
It is the 2023 Form 5500 filing for Indio Management 401(K) Plan, reported by Indio Partners, Lp (EIN 32-0406362).
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).

Related Form 5500 pages