Infomatics Corp. Retirement Trust — Form 5500 plan (Infomatics Corp.)
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, Infomatics Corp. Retirement Trust is a benefit plan reported by Infomatics Corp. under EIN 20-4931794 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $2,963,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Infomatics Corp.
- EIN
- 20-4931794
- Plan number
- 001
- Plan type
- 2
- Location
- Dulles, VA
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $2,963,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241028083659NAL0003535585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,963,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,963,089
- Net assets (BOY)
- $2,506,956
Income & contributions
- Participant contributions
- $265,307
- Total contributions
- $265,307
- Total income / additions
- $776,843
Expenses & distributions
- Benefits paid
- $303,716
- Administrative expenses
- $16,994
- Total expenses
- $320,710
- Net increase / (decrease)
- $456,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forusall Advisors LLC | ADMINISTRATOR | $10,801 | not reported in the loaded dataset | 2023 |
| At Retirement Services, LLC | N/A | $6,193 | not reported in the loaded dataset | 2023 |