Internal Drive 401(K) Plan — Form 5500 plan (Internal Drive, Inc. Dba Id Tech)

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, Internal Drive 401(K) Plan is a benefit plan reported by Internal Drive, Inc. Dba Id Tech under EIN 77-0505298 and plan number 002. The latest loaded filing year is 2023. The filing reports 495 participants and $13,474,251 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Internal Drive, Inc. Dba Id Tech
EIN
77-0505298
Plan number
002
Plan type
2
Location
Campbell, CA
Latest filing year
2023
Participants
495
End-of-year plan assets
$13,474,251

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023495H, C20241007164219NAL0027994640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,474,251
Total liabilities (EOY)
$0
Net assets (EOY)
$13,474,251
Net assets (BOY)
$11,472,975

Income & contributions

Employer contributions
$300,393
Participant contributions
$726,809
Total contributions
$1,088,811
Total income / additions
$3,186,865

Expenses & distributions

Benefits paid
$1,182,057
Administrative expenses
$3,532
Total expenses
$1,185,589
Net increase / (decrease)
$2,001,276

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$0$26,0402023
Coulter & Justus, P.C.ACCOUNTANT/AUDITOR$11,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$7,468$02023

Related Form 5500 pages