Integrity Express 401(K) Profit Sharing Plan — Form 5500 plan (Integrity Express Logistics, 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, Integrity Express 401(K) Profit Sharing Plan is a benefit plan reported by Integrity Express Logistics, LLC under EIN 20-8583331 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,300 participants and $19,546,836 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integrity Express Logistics, LLC
EIN
20-8583331
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
1,300
End-of-year plan assets
$19,546,836

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,300H, C20241002131828NAL0015054832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,546,836
Total liabilities (EOY)
$0
Net assets (EOY)
$19,546,836
Net assets (BOY)
$13,665,438

Income & contributions

Employer contributions
$947,942
Participant contributions
$3,279,209
Total contributions
$4,374,595
Total income / additions
$7,135,775

Expenses & distributions

Benefits paid
$1,142,299
Administrative expenses
$111,924
Total expenses
$1,254,377
Net increase / (decrease)
$5,881,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Retirement SystemsCONTRACT ADMIN$24,442$7,0352023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$13,399$02023

Related Form 5500 pages