Inceed, LLC Profit Sharing Plan — Form 5500 plan (Inceed, 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, Inceed, LLC Profit Sharing Plan is a benefit plan reported by Inceed, LLC under EIN 73-1610687 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $10,341,716 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inceed, LLC
EIN
73-1610687
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
258
End-of-year plan assets
$10,341,716

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023258H, C20241008173433NAL0018073473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,341,716
Total liabilities (EOY)
$0
Net assets (EOY)
$10,341,716
Net assets (BOY)
$8,037,056

Income & contributions

Employer contributions
$436,587
Participant contributions
$905,076
Total contributions
$1,357,044
Total income / additions
$2,864,242

Expenses & distributions

Benefits paid
$556,085
Administrative expenses
$3,497
Total expenses
$559,582
Net increase / (decrease)
$2,304,660

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greystone Capital Partners GroupSERVICE PROVIDER$0$16,1172023
Woodbury Financial Services IncBROKER/DEALER$0$16,1172023
Qualified Plan Consultants, LLCTHIRD PARTY ADMIN.$0$5,1942023

Related Form 5500 pages