The Innsbrook Corporation Employee Stock Ownership Plan — Form 5500 plan (The Innsbrook Corporation)
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 Innsbrook Corporation Employee Stock Ownership Plan is a benefit plan reported by The Innsbrook Corporation under EIN 43-1214302 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $11,520,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Innsbrook Corporation
- EIN
- 43-1214302
- Plan number
- 002
- Plan type
- 2
- Location
- Innsbrook, MO
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $11,520,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241007181846NAL0015619057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,520,184
- Total liabilities (EOY)
- $42,344
- Net assets (EOY)
- $11,477,840
- Net assets (BOY)
- $8,641,339
Income & contributions
- Employer contributions
- $50,000
- Total contributions
- $50,000
- Total income / additions
- $3,787,328
Expenses & distributions
- Benefits paid
- $901,741
- Administrative expenses
- $49,086
- Total expenses
- $950,827
- Net increase / (decrease)
- $2,836,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Menke & Associates, Inc. | NONE | $18,390 | not reported in the loaded dataset | 2023 |
| Rubin Brown Llp | NONE | $14,900 | not reported in the loaded dataset | 2023 |
| Sansome Street Appraiser | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Monetary Management Group, Inc. | NONE | $7,796 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Innsbrook Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Innsbrook, MO
- Menke & Associates, Inc. — Schedule C compensation
- Rubin Brown Llp — Schedule C compensation
- Sansome Street Appraiser — Schedule C compensation
- Monetary Management Group, Inc. — Schedule C compensation