Plan5500

Intapp 401(K) Plan — Form 5500 plan (Integration Appliance, Inc. Dba Intapp)

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, Intapp 401(K) Plan is a benefit plan reported by Integration Appliance, Inc. Dba Intapp under EIN 77-0566254 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,142 participants and $84,007,356 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integration Appliance, Inc. Dba Intapp
EIN
77-0566254
Plan number
001
Plan type
2
Location
Palo Alto, CA
Latest filing year
2023
Participants
1,142
End-of-year plan assets
$84,007,356

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,142H, C20241015160401NAL0016831171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,007,356
Total liabilities (EOY)
$0
Net assets (EOY)
$84,007,356
Net assets (BOY)
$64,264,090

Income & contributions

Employer contributions
$6,042
Participant contributions
$11,534,448
Total contributions
$14,050,639
Total income / additions
$26,274,986

Expenses & distributions

Benefits paid
$6,427,269
Administrative expenses
$85,866
Total expenses
$6,531,720
Net increase / (decrease)
$19,743,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vita Planning Group LLCINVESTMENT ADVISOR$43,454not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$42,412not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages