Identity Automation, Lp 401(K) Plan — Form 5500 plan (Identity Automation Lp)

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, Identity Automation, Lp 401(K) Plan is a benefit plan reported by Identity Automation Lp under EIN 20-2010272 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $6,775,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Identity Automation Lp
EIN
20-2010272
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
152
End-of-year plan assets
$6,775,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241011123403NAL0021860545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,775,133
Total liabilities (EOY)
$0
Net assets (EOY)
$6,775,133
Net assets (BOY)
$5,748,586

Income & contributions

Employer contributions
$135,969
Participant contributions
$693,746
Total contributions
$829,715
Total income / additions
$1,906,204

Expenses & distributions

Benefits paid
$852,613
Administrative expenses
$27,044
Total expenses
$879,657
Net increase / (decrease)
$1,026,547

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri-Ad Actuaries, Inc.NONE$25,137$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages