Integrating Factors 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Integrating Factors)

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, Integrating Factors 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Integrating Factors under EIN 20-1282690 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $4,153,376 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.2MPlan net assets, end of year$4,153,376
Participants3Covered participants reported
Assets / participant$1.4MComputed: assets ÷ participants$1,384,459 (computed)
Provider compensationNone reported
Plan sponsor
Integrating Factors
EIN
20-1282690
Plan number
001
Plan type
2
Location
Princeton Junction, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20240726103622NAL0024204688001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$622.9K
Total expenses$1.3K
Benefits paid / distributions$0
Contributions
Employer$7.8K
Participant$50.5K
Full reported line items

Net assets

Total assets (EOY)
$4,153,376
Total liabilities (EOY)
$0
Net assets (EOY)
$4,153,376
Net assets (BOY)
$3,531,814

Income & contributions

Employer contributions
$7,787
Participant contributions
$50,500
Total income / additions
$622,904

Expenses & distributions

Benefits paid
$0
Administrative expenses
$1,342
Total expenses
$1,342
Net increase / (decrease)
$621,562
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 13%Participant 87%
Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages