2023 Form 5500 filing — Intercambio Express, Inc. 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 20241015081500NAL0015975203001) for Intercambio Express, Inc. Retirement Plan, reported by Intercambio Express, Inc. under EIN 35-2081064 and plan number 001. It reports 223 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)$3MReported net assets$3,026,599
Participants223
Provider compensation$17.9K4 Schedule C row(s)$17,870
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015081500NAL0015975203001
- Plan sponsor
- Intercambio Express, Inc.
- EIN
- 35-2081064
- Plan number
- 001
- Location
- Elkhart, IN
- 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)$3M total assets
Net assets$3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,026,599
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,026,599
- Employer contributions
- $46,885
- Participant contributions
- $93,355
- Total income / additions
- $587,454
- Benefits paid
- $94,116
- Administrative expenses
- $17,211
- Total expenses
- $111,327
- Net increase / (decrease)
- $476,127
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISORY | $0 | $14,972 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,465 | $0 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $283 |
| John Hancock Life Insurance Oo | RECORDKEEPER | $150 | not reported in the loaded dataset |