Plan5500

Integrus Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Integrus 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, Integrus Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Integrus Holdings, Inc. under EIN 20-8578299 and plan number 002. The latest loaded filing year is 2023. The filing reports 175 participants and $3,706,528 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integrus Holdings, Inc.
EIN
20-8578299
Plan number
002
Plan type
2
Location
Ashburn, VA
Latest filing year
2023
Participants
175
End-of-year plan assets
$3,706,528

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241001081408NAL0006499009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,706,528
Total liabilities (EOY)
$0
Net assets (EOY)
$3,706,528
Net assets (BOY)
$12,251,377

Income & contributions

Total contributions
$0
Total income / additions
$306,276

Expenses & distributions

Benefits paid
$8,794,674
Administrative expenses
$56,451
Total expenses
$8,851,125
Net increase / (decrease)
-$8,544,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ti-Trust, Inc.NONE$28,525not reported in the loaded dataset2023
Transition Finance Strategies, LLCNONE$14,038not reported in the loaded dataset2023
Krieg Devault LlpNONE$13,806not reported in the loaded dataset2023

Related Form 5500 pages