2023 Form 5500 filing — Interapt 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 20241015200752NAL0057999250001) for Interapt Retirement Plan, reported by Interapt, LLC under EIN 26-3323656 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200752NAL0057999250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Interapt, LLC
- EIN
- 26-3323656
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $693,030
- Net assets (EOY)
- $693,030
- Participant contributions
- $280,890
- Total income / additions
- $388,239
- Benefits paid
- $164,957
- Administrative expenses
- $13,944
- Total expenses
- $178,901
- Net increase / (decrease)
- $209,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Serv | RECORDKEEPER | $11,937 | $0 |
| Private Client Services, LLC | INVESTMENT ADVISOR | $2,707 | $0 |
| Retirement Management Services, LLC | CONTRACT ADMIN | $1,457 | $0 |