Plan5500

Intervala, LLC 401(K) Retirement Plan — Form 5500 plan (Intervala, 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, Intervala, LLC 401(K) Retirement Plan is a benefit plan reported by Intervala, LLC under EIN 81-0760901 and plan number 001. The latest loaded filing year is 2023. The filing reports 507 participants and $19,484,839 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Intervala, LLC
EIN
81-0760901
Plan number
001
Plan type
2
Location
Mt. Pleasant, PA
Latest filing year
2023
Participants
507
End-of-year plan assets
$19,484,839

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023507H, C20241011115543NAL0010886179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,484,839
Net assets (EOY)
$19,484,839
Net assets (BOY)
$15,325,024

Income & contributions

Employer contributions
$561,016
Participant contributions
$1,676,207
Total contributions
$2,723,314
Total income / additions
$5,514,211

Expenses & distributions

Benefits paid
$1,213,057
Administrative expenses
$139,069
Total expenses
$1,354,396
Net increase / (decrease)
$4,159,815

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPERnot reported in the loaded datasetnot reported in the loaded dataset2023
Hefren-Tillotson, Inc.INVESTMENT ADVISORnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages