Incedo Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Incedo 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, Incedo Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Incedo Inc under EIN 45-4411958 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $5,292,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Incedo Inc
- EIN
- 45-4411958
- Plan number
- 001
- Plan type
- 2
- Location
- Florham Park, NJ
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $5,292,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241007135605NAL0007651299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,292,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,292,115
- Net assets (BOY)
- $3,777,168
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,456,981
- Total contributions
- $1,543,646
- Total income / additions
- $2,350,806
Expenses & distributions
- Benefits paid
- $801,709
- Administrative expenses
- $34,150
- Total expenses
- $835,859
- Net increase / (decrease)
- $1,514,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $23,463 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $11,656 | not reported in the loaded dataset | 2023 |