Intercap Lending 401(K) Retirement Plan — Form 5500 plan (Intercap Lending, Inc.)
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, Intercap Lending 401(K) Retirement Plan is a benefit plan reported by Intercap Lending, Inc. under EIN 85-0260899 and plan number 002. The latest loaded filing year is 2023. The filing reports 489 participants and $17,332,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intercap Lending, Inc.
- EIN
- 85-0260899
- Plan number
- 002
- Plan type
- 2
- Location
- Draper, UT
- Latest filing year
- 2023
- Participants
- 489
- End-of-year plan assets
- $17,332,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 489 | H, C | 20241001094033NAL0003164803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,332,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,332,424
- Net assets (BOY)
- $13,644,221
Income & contributions
- Employer contributions
- $546,970
- Participant contributions
- $2,094,047
- Total contributions
- $2,860,604
- Total income / additions
- $5,341,199
Expenses & distributions
- Benefits paid
- $1,400,832
- Administrative expenses
- $89,058
- Total expenses
- $1,652,996
- Net increase / (decrease)
- $3,688,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | INVESTMENT MANAGEMENT | $35,677 | not reported in the loaded dataset | 2023 |
| John Hancock Trust Company, LLC | RECORDKEEPER | $31,396 | not reported in the loaded dataset | 2023 |
| United 401(K) Plans, Inc. | THIRD PARTY ADMIN | $8,400 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc. | INVESTMENT MANAGEMENT | $2,854 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intercap Lending, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Draper, UT
- Edward D. Jones & Co., L.P. — Schedule C compensation
- John Hancock Trust Company, LLC — Schedule C compensation
- United 401(K) Plans, Inc. — Schedule C compensation
- Wilshire Associates Inc. — Schedule C compensation