Identity Group 401k Plan — Form 5500 plan (Identity Group Holdings 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, Identity Group 401k Plan is a benefit plan reported by Identity Group Holdings Corp. under EIN 26-1401165 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $13,291,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Identity Group Holdings Corp.
- EIN
- 26-1401165
- Plan number
- 001
- Plan type
- 2
- Location
- Cookeville, TN
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $13,291,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241011105008NAL0022609409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,291,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,291,754
- Net assets (BOY)
- $11,921,509
Income & contributions
- Employer contributions
- $56,663
- Participant contributions
- $492,056
- Total contributions
- $568,693
- Total income / additions
- $3,122,833
Expenses & distributions
- Benefits paid
- $1,747,435
- Administrative expenses
- $5,153
- Total expenses
- $1,752,588
- Net increase / (decrease)
- $1,370,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,031 | $0 | 2023 |