2023 Form 5500 filing — In-Q-Tel 401(K) Safe Harbor 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 20241015151211NAL0016717139001) for In-Q-Tel 401(K) Safe Harbor Plan, reported by In-Q-Tel, Inc. under EIN 52-2149962 and plan number 001. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015151211NAL0016717139001
Filing year
2023
Form type
2
Plan sponsor
In-Q-Tel, Inc.
EIN
52-2149962
Plan number
001
Location
Arlington, VA
Participants
290
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$65,684,069
Total liabilities (EOY)
$0
Net assets (EOY)
$65,684,069
Employer contributions
$1,901,282
Participant contributions
$3,047,752
Total income / additions
$15,641,322
Benefits paid
$3,035,947
Administrative expenses
$27,667
Total expenses
$3,066,757
Net increase / (decrease)
$12,574,565
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$18,667$0
Northwestern Mutual InvestmentACCOUNTANT/AUDITOR$9,000not reported in the loaded dataset

Related Form 5500 pages