2023 Form 5500 filing — Interplan LLC Profit Sharing 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 20241224063031NAL0016688080001) for Interplan LLC Profit Sharing 401(K) Plan, reported by Interplan LLC under EIN 59-3667640 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241224063031NAL0016688080001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Interplan LLC
- EIN
- 59-3667640
- Plan number
- 001
- Location
- Altamonte Springs, FL
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,076,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,076,777
- Employer contributions
- $149,711
- Participant contributions
- $750,362
- Total income / additions
- $2,276,749
- Benefits paid
- $481,623
- Administrative expenses
- $59,264
- Total expenses
- $611,920
- Net increase / (decrease)
- $1,664,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Ins Co | RECORDKEEPER | $54,442 | $0 |
| Pension Investors Corp | THIRD PARTY ADMINISTRATO | $3,444 | $0 |
| Mesirow Financial Inc | INVESTMENT ADVISORY-PLAN | $1,378 | $0 |