Impact 401(K) Plan — Form 5500 plan (Impact Tech 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, Impact 401(K) Plan is a benefit plan reported by Impact Tech Inc. under EIN 26-1120226 and plan number 001. The latest loaded filing year is 2023. The filing reports 529 participants and $25,790,266 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Impact Tech Inc.
- EIN
- 26-1120226
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Barbara, CA
- Latest filing year
- 2023
- Participants
- 529
- End-of-year plan assets
- $25,790,266
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 529 | H, C | 20250711102846NAL0004605299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,790,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,790,266
- Net assets (BOY)
- $16,282,377
Income & contributions
- Employer contributions
- $1,720,126
- Participant contributions
- $3,762,641
- Total contributions
- $6,939,031
- Total income / additions
- $10,715,809
Expenses & distributions
- Benefits paid
- $1,119,298
- Administrative expenses
- $93,396
- Total expenses
- $1,207,920
- Net increase / (decrease)
- $9,507,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $68,396 | $0 | 2023 |
| Investment Research & Advisory | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |