2023 Form 5500 filing — Trg 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 20241015183136NAL0015255603001) for Trg 401(K) Plan, reported by Ibex Global Solutions, Inc. under EIN 72-1583550 and plan number 005. It reports 2,401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183136NAL0015255603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ibex Global Solutions, Inc.
- EIN
- 72-1583550
- Plan number
- 005
- Location
- Washington, DC
- Participants
- 2,401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,946,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,946,910
- Employer contributions
- $641,153
- Participant contributions
- $1,266,503
- Total income / additions
- $3,471,515
- Benefits paid
- $880,796
- Administrative expenses
- $88,162
- Total expenses
- $968,958
- Net increase / (decrease)
- $2,502,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRAOTR | $44,036 | $0 |
| Ima Wealth, Inc. | INVESTMENT ADVISORY | $33,921 | $6 |
| Onedigital Topco LLC | CONTRACT ADMINISTRATOR | $10,205 | $4,241 |