2023 Form 5500 filing — Inhance Technologies Retirement Savings 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 20250416114110NAL0004893601001) for Inhance Technologies Retirement Savings Plan, reported by Inhance Technologies, LLC under EIN 20-0149703 and plan number 001. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250416114110NAL0004893601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inhance Technologies, LLC
- EIN
- 20-0149703
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,541,768
- Total liabilities (EOY)
- $17
- Net assets (EOY)
- $18,541,751
- Employer contributions
- $945,469
- Participant contributions
- $1,260,028
- Total income / additions
- $4,472,507
- Benefits paid
- $3,138,974
- Administrative expenses
- $67,304
- Total expenses
- $3,206,278
- Net increase / (decrease)
- $1,266,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,667 | $0 |
| Lockton Investment Advisors | ADVISOR | $18,460 | not reported in the loaded dataset |
| Creative Planning | INVESTMENT ADVISOR | $14,583 | not reported in the loaded dataset |