Infusion Associates 401(K) Plan — Form 5500 plan (Infusion Associates)
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, Infusion Associates 401(K) Plan is a benefit plan reported by Infusion Associates under EIN 83-2498450 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $6,309,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Infusion Associates
- EIN
- 83-2498450
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $6,309,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241007171900NAL0015555201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,309,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,309,938
- Net assets (BOY)
- $4,341,043
Income & contributions
- Employer contributions
- $496,054
- Participant contributions
- $882,147
- Total contributions
- $1,740,150
- Total income / additions
- $2,561,871
Expenses & distributions
- Benefits paid
- $546,942
- Administrative expenses
- $44,262
- Total expenses
- $592,976
- Net increase / (decrease)
- $1,968,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,261 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $22,811 | 2023 |