Plan5500

Intellisurvey 401(K) Plan — Form 5500 plan (Intellisurvey, 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, Intellisurvey 401(K) Plan is a benefit plan reported by Intellisurvey, Inc. under EIN 33-0973672 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $14,730,642 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Intellisurvey, Inc.
EIN
33-0973672
Plan number
001
Plan type
2
Location
Mission Viejo, CA
Latest filing year
2023
Participants
142
End-of-year plan assets
$14,730,642

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240724104513NAL0007359539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,730,642
Net assets (EOY)
$14,730,642
Net assets (BOY)
$11,106,745

Income & contributions

Employer contributions
$453,044
Participant contributions
$934,416
Total contributions
$1,496,750
Total income / additions
$4,112,810

Expenses & distributions

Benefits paid
$487,653
Administrative expenses
$1,260
Total expenses
$488,913
Net increase / (decrease)
$3,623,897

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcgregor & Associates, Inc.CONTRACT ADMIN$735$02023
Capital Group Retirement Plan ServRECORDKEEPER$525$02023

Related Form 5500 pages