Integrated Practice Solutions, Inc. 401(K) Plan — Form 5500 plan (Integrated Practice Solutions, Inc.)

Plain-English plan 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, Integrated Practice Solutions, Inc. 401(K) Plan is a benefit plan reported by Integrated Practice Solutions, Inc. under EIN 03-0592020 and plan number 002. The latest loaded filing year is 2023. The filing reports 566 participants and $14,809,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integrated Practice Solutions, Inc.
EIN
03-0592020
Plan number
002
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
566
End-of-year plan assets
$14,809,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023566H, C20240528085405NAL0021686482001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,809,321
Total liabilities (EOY)
$0
Net assets (EOY)
$14,809,321
Net assets (BOY)
$11,635,125

Income & contributions

Employer contributions
$793,273
Participant contributions
$1,625,467
Total contributions
$2,450,231
Total income / additions
$4,479,311

Expenses & distributions

Benefits paid
$1,287,465
Administrative expenses
$17,650
Total expenses
$1,305,115
Net increase / (decrease)
$3,174,196

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mml Investors Services IncSERVICE PROVIDER$0$32,6582023
The Angell Pension Grooup, IncTHIRD PARTY ADMINISTRATO$0$6,2402023

Related Form 5500 pages