Infusystem Holdings, Inc. 401(K) Plan — Form 5500 plan (Infusystem Holdings, 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, Infusystem Holdings, Inc. 401(K) Plan is a benefit plan reported by Infusystem Holdings, Inc. under EIN 20-3341405 and plan number 001. The latest loaded filing year is 2023. The filing reports 492 participants and $27,358,829 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Infusystem Holdings, Inc.
EIN
20-3341405
Plan number
001
Plan type
2
Location
Rochester Hills, MI
Latest filing year
2023
Participants
492
End-of-year plan assets
$27,358,829

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023492H, C20241014094928NAL0013083843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,358,829
Total liabilities (EOY)
$0
Net assets (EOY)
$27,358,829
Net assets (BOY)
$21,740,171

Income & contributions

Employer contributions
$1,290,501
Participant contributions
$2,175,942
Total contributions
$3,615,509
Total income / additions
$7,732,650

Expenses & distributions

Benefits paid
$2,016,585
Administrative expenses
$97,407
Total expenses
$2,113,992
Net increase / (decrease)
$5,618,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gregory J Schwartz & Company IncINVESTMENT ADVISOR$67,938not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$29,469$02023

Related Form 5500 pages