Integra Partners 401k Plan — Form 5500 plan (Integra Partners)
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 Partners 401k Plan is a benefit plan reported by Integra Partners under EIN 42-1685996 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $6,052,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integra Partners
- EIN
- 42-1685996
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $6,052,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20240717053400NAL0004058257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,052,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,052,529
- Net assets (BOY)
- $3,792,942
Income & contributions
- Employer contributions
- $332,806
- Participant contributions
- $1,045,899
- Total contributions
- $1,883,683
- Total income / additions
- $2,693,846
Expenses & distributions
- Benefits paid
- $423,446
- Administrative expenses
- $8,747
- Total expenses
- $434,259
- Net increase / (decrease)
- $2,259,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $8,747 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Lpl Financial Lcj Associates | ADVISOR | $0 | $0 | 2023 |