Intercambio Express, Inc. Retirement Plan — Form 5500 plan (Intercambio Express, 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, Intercambio Express, Inc. Retirement Plan is a benefit plan reported by Intercambio Express, Inc. under EIN 35-2081064 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $3,026,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intercambio Express, Inc.
- EIN
- 35-2081064
- Plan number
- 001
- Plan type
- 2
- Location
- Elkhart, IN
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $3,026,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241015081500NAL0015975203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,026,599
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,026,599
- Net assets (BOY)
- $2,550,472
Income & contributions
- Employer contributions
- $46,885
- Participant contributions
- $93,355
- Total contributions
- $140,240
- Total income / additions
- $587,454
Expenses & distributions
- Benefits paid
- $94,116
- Administrative expenses
- $17,211
- Total expenses
- $111,327
- Net increase / (decrease)
- $476,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISORY | $0 | $14,972 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,465 | $0 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $283 | 2023 |
| John Hancock Life Insurance Oo | RECORDKEEPER | $150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intercambio Express, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Elkhart, IN
- Edward Jones — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation
- John Hancock Life Insurance Oo — Schedule C compensation