Integra Realty Resources 401(K) Retirement Plan — Form 5500 plan (Integra Realty Resources, 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, Integra Realty Resources 401(K) Retirement Plan is a benefit plan reported by Integra Realty Resources, Inc under EIN 58-2471341 and plan number 333. The latest loaded filing year is 2023. The filing reports 180 participants and $13,967,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integra Realty Resources, Inc
- EIN
- 58-2471341
- Plan number
- 333
- Plan type
- 3
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $13,967,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241011141811NAL0022916241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,967,711
- Total liabilities (EOY)
- $169
- Net assets (EOY)
- $13,967,542
- Net assets (BOY)
- $16,623,979
Income & contributions
- Employer contributions
- $353,883
- Participant contributions
- $771,890
- Total contributions
- $1,162,675
- Total income / additions
- $3,432,815
Expenses & distributions
- Benefits paid
- $5,921,647
- Administrative expenses
- $167,605
- Total expenses
- $6,089,252
- Net increase / (decrease)
- -$2,656,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $97,242 | $0 | 2023 |
| Pinnacle Financial Services, Inc. | THIRD PARTY ADMINISTATOR | $25,138 | $0 | 2023 |
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $20,000 | $0 | 2023 |
| Empower Annuity Ins Co Of America | INVESTMENT MGMT | $6 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integra Realty Resources, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Empower Annuity Ins Co Of America — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation