The Intec Group, Inc. Profit Sharing And Incentive Savings Plan — Form 5500 plan (The Intec Group, 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, The Intec Group, Inc. Profit Sharing And Incentive Savings Plan is a benefit plan reported by The Intec Group, Inc. under EIN 36-2252492 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $6,386,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Intec Group, Inc.
- EIN
- 36-2252492
- Plan number
- 001
- Plan type
- 2
- Location
- Palatine, IL
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $6,386,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241004133803NAL0006735731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,386,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,386,775
- Net assets (BOY)
- $6,396,121
Income & contributions
- Employer contributions
- $143,728
- Participant contributions
- $258,193
- Total contributions
- $401,921
- Total income / additions
- $1,268,071
Expenses & distributions
- Benefits paid
- $1,251,892
- Administrative expenses
- $24,908
- Total expenses
- $1,277,417
- Net increase / (decrease)
- -$9,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $15,227 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,686 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,651 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $344 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Intec Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Palatine, IL
- Sageview Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation