Impact Xm Retirement Plan — Form 5500 plan (Impact Unlimited, Inc. D/B/A Impact Xm)
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, Impact Xm Retirement Plan is a benefit plan reported by Impact Unlimited, Inc. D/B/A Impact Xm under EIN 22-1985926 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $24,097,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Impact Unlimited, Inc. D/B/A Impact Xm
- EIN
- 22-1985926
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, NJ
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $24,097,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20240920120053NAL0010368576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,097,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,097,973
- Net assets (BOY)
- $20,534,932
Income & contributions
- Employer contributions
- $271,771
- Participant contributions
- $1,057,250
- Total contributions
- $1,854,887
- Total income / additions
- $5,120,686
Expenses & distributions
- Benefits paid
- $1,537,373
- Administrative expenses
- $20,272
- Total expenses
- $1,557,645
- Net increase / (decrease)
- $3,563,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Red Bank Pension Services, Inc. | THIRD PARTY ADMIN. | $1,600 | $10,935 | 2023 |
| Mazars Usa Llp | SERVICE PROVIDER | $12,480 | not reported in the loaded dataset | 2023 |
| Morningstar | SERVICE PROVIDER | $3,942 | $8,287 | 2023 |
| Voya Retirement Ins. & Annuity Co. | SERVICE PROVIDER | $2,250 | $8,287 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Impact Unlimited, Inc. D/B/A Impact Xm
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Dayton, NJ
- Red Bank Pension Services, Inc. — Schedule C compensation
- Mazars Usa Llp — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Ins. & Annuity Co. — Schedule C compensation