Interplan LLC Profit Sharing 401(K) Plan — Form 5500 plan (Interplan LLC)
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, Interplan LLC Profit Sharing 401(K) Plan is a benefit plan reported by Interplan LLC under EIN 59-3667640 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $10,076,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Interplan LLC
- EIN
- 59-3667640
- Plan number
- 001
- Plan type
- 2
- Location
- Altamonte Springs, FL
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $10,076,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241224063031NAL0016688080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,076,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,076,777
- Net assets (BOY)
- $8,411,948
Income & contributions
- Employer contributions
- $149,711
- Participant contributions
- $750,362
- Total contributions
- $923,423
- Total income / additions
- $2,276,749
Expenses & distributions
- Benefits paid
- $481,623
- Administrative expenses
- $59,264
- Total expenses
- $611,920
- Net increase / (decrease)
- $1,664,829
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Ins Co | RECORDKEEPER | $54,442 | $0 | 2023 |
| Pension Investors Corp | THIRD PARTY ADMINISTRATO | $3,444 | $0 | 2023 |
| Mesirow Financial Inc | INVESTMENT ADVISORY-PLAN | $1,378 | $0 | 2023 |