Intercept Interactive Retirement Plan — Form 5500 plan (Intercept Interactive 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, Intercept Interactive Retirement Plan is a benefit plan reported by Intercept Interactive Inc. under EIN 13-4161931 and plan number 003. The latest loaded filing year is 2023. The filing reports 386 participants and $22,929,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intercept Interactive Inc.
- EIN
- 13-4161931
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $22,929,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20241009144636NAL0018570673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,929,846
- Total liabilities (EOY)
- $2,578
- Net assets (EOY)
- $22,927,268
- Net assets (BOY)
- $17,897,359
Income & contributions
- Employer contributions
- $1,065,700
- Participant contributions
- $1,736,692
- Total contributions
- $3,024,120
- Total income / additions
- $6,519,913
Expenses & distributions
- Benefits paid
- $1,486,874
- Administrative expenses
- $3,130
- Total expenses
- $1,490,004
- Net increase / (decrease)
- $5,029,909
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Pension Consultants Inc. | THIRDPARTY ADMINISTRATOR | $0 | $9,777 | 2023 |