The Intersect Group, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (The Intersect Group, LLC)
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, The Intersect Group, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by The Intersect Group, LLC under EIN 20-4063021 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,332 participants and $11,199,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Intersect Group, LLC
- EIN
- 20-4063021
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 1,332
- End-of-year plan assets
- $11,199,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,332 | H, C | 20241003061100NAL0010073761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,199,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,199,931
- Net assets (BOY)
- $9,178,793
Income & contributions
- Employer contributions
- $1,936
- Participant contributions
- $2,125,239
- Total contributions
- $2,670,039
- Total income / additions
- $4,402,208
Expenses & distributions
- Benefits paid
- $2,222,718
- Administrative expenses
- $95,521
- Total expenses
- $2,381,070
- Net increase / (decrease)
- $2,021,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORS | $0 | $136,485 | 2023 |
| Adp, Inc. | RECORD KEEPER | $53,741 | $0 | 2023 |
| Frazier & Deeter | ACCOUNTANT | $36,729 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Intersect Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Frazier & Deeter — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation