Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Integra Financial Services 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, Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Integra Financial Services LLC under EIN 27-5276229 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $4,531,387 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.5MPlan net assets, end of year$4,531,387
Participants153Covered participants reported
Assets / participant$29.6KComputed: assets ÷ participants$29,617 (computed)
Provider compensation$17K1 Schedule C provider row(s)$16,954
- Plan sponsor
- Integra Financial Services LLC
- EIN
- 27-5276229
- Plan number
- 001
- Plan type
- 2
- Location
- North Logan, UT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20240731110447NAL0036354944001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,531,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,531,387
- Net assets (BOY)
- $3,380,026
Income & contributions
- Employer contributions
- $245,572
- Participant contributions
- $352,960
- Total contributions
- $615,514
- Total income / additions
- $1,337,840
Expenses & distributions
- Benefits paid
- $166,356
- Administrative expenses
- $20,123
- Total expenses
- $186,479
- Net increase / (decrease)
- $1,151,361
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
41%59%
Employer 41%Participant 59%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Divergent Wealth Advisors | ADVISOR | $16,954 | not reported in the loaded dataset | 2023 |