2023 Form 5500 filing — Ingram & Co., Inc. 401k 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 20241015145032NAL0028821633001) for Ingram & Co., Inc. 401k Plan, reported by Ingram & Co., Inc. under EIN 86-0597763 and plan number 001. It reports 334 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)$13.4MReported net assets$13,380,878
Participants334
Provider compensation$96.4K3 Schedule C row(s)$96,361
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015145032NAL0028821633001
- Plan sponsor
- Ingram & Co., Inc.
- EIN
- 86-0597763
- Plan number
- 001
- Location
- Tempe, AZ
- 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)$13.4M total assets
Net assets$13.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,380,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,380,878
- Employer contributions
- $506,688
- Participant contributions
- $1,108,648
- Total income / additions
- $3,812,751
- Benefits paid
- $429,478
- Administrative expenses
- $96,361
- Total expenses
- $525,839
- Net increase / (decrease)
- $3,286,912
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Planners | NONE | $58,111 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $28,350 | $0 |
| Evers Robinson Ltd | NONE | $9,900 | not reported in the loaded dataset |