Integrity Marketing Group 401(K) Plan — Form 5500 plan (Integrity Marketing Group)

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, Integrity Marketing Group 401(K) Plan is a benefit plan reported by Integrity Marketing Group under EIN 81-3098308 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,088 participants and $207,479,555 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integrity Marketing Group
EIN
81-3098308
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
6,088
End-of-year plan assets
$207,479,555

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,088H, C20240910161051NAL0005884433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$207,479,555
Total liabilities (EOY)
$0
Net assets (EOY)
$207,479,555
Net assets (BOY)
$141,720,915

Income & contributions

Employer contributions
$15,177,272
Participant contributions
$29,657,314
Total contributions
$50,631,873
Total income / additions
$78,880,465

Expenses & distributions

Benefits paid
$12,643,455
Administrative expenses
$462,563
Total expenses
$13,121,825
Net increase / (decrease)
$65,758,640

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$362,671$02023
Creative Planning, IncINVESTMENT ADVISORY$99,892not reported in the loaded dataset2023

Related Form 5500 pages