Intelligenesis 401(K) Plan — Form 5500 plan (Intelligenesis 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, Intelligenesis 401(K) Plan is a benefit plan reported by Intelligenesis LLC under EIN 26-3170940 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $29,345,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intelligenesis LLC
- EIN
- 26-3170940
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $29,345,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20240920081205NAL0004272947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,345,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,345,437
- Net assets (BOY)
- $23,977,792
Income & contributions
- Employer contributions
- $1,998,262
- Participant contributions
- $2,139,763
- Total contributions
- $4,198,575
- Total income / additions
- $8,776,406
Expenses & distributions
- Benefits paid
- $3,245,606
- Administrative expenses
- $119,480
- Total expenses
- $3,408,761
- Net increase / (decrease)
- $5,367,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc | INVESTMENT ADVISOR | $46,267 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $33,448 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27,994 | not reported in the loaded dataset | 2023 |
| Atlantic Pension Services | CONTRACT ADMIN | $16,123 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intelligenesis LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Gallagher Benefit Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Atlantic Pension Services — Schedule C compensation