2023 Form 5500 filing — Integrated Financial Settlements, Inc. 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 20241015172926NAL0015172083001) for Integrated Financial Settlements, Inc. 401(K) Plan, reported by Integrated Financial Settlements, Inc. under EIN 20-4029426 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172926NAL0015172083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrated Financial Settlements, Inc.
- EIN
- 20-4029426
- Plan number
- 001
- Location
- Greenwood Village, CO
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,720,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,720,244
- Employer contributions
- $573,517
- Participant contributions
- $2,318,718
- Total income / additions
- $9,109,322
- Benefits paid
- $2,130,515
- Administrative expenses
- $113,999
- Total expenses
- $2,244,514
- Net increase / (decrease)
- $6,864,808
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $60,641 | $0 |
| Nfp Retirement | NONE | $53,385 | not reported in the loaded dataset |