Integrity Educational Services 401(K) Plan — Form 5500 plan (Integrity Educational Services)
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 Educational Services 401(K) Plan is a benefit plan reported by Integrity Educational Services under EIN 27-3666690 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $4,841,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrity Educational Services
- EIN
- 27-3666690
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $4,841,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20250523145011NAL0003051027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,841,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,841,644
- Net assets (BOY)
- $3,855,987
Income & contributions
- Employer contributions
- $129,259
- Participant contributions
- $505,624
- Total contributions
- $844,740
- Total income / additions
- $1,681,513
Expenses & distributions
- Benefits paid
- $659,657
- Administrative expenses
- $36,199
- Total expenses
- $695,856
- Net increase / (decrease)
- $985,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $27,608 | $0 | 2023 |
| Hungerford | ACCOUNTANT/AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |