Ingram & Co., Inc. 401k Plan — Form 5500 plan (Ingram & Co., 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, Ingram & Co., Inc. 401k Plan is a benefit plan reported by Ingram & Co., Inc. under EIN 86-0597763 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $13,380,878 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.4MPlan net assets, end of year$13,380,878
Participants334Covered participants reported
Assets / participant$40.1KComputed: assets ÷ participants$40,063 (computed)
Provider compensation$96.4K3 Schedule C provider row(s)$96,361
- Plan sponsor
- Ingram & Co., Inc.
- EIN
- 86-0597763
- Plan number
- 001
- Plan type
- 3
- Location
- Tempe, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20241015145032NAL0028821633001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.4M total assets
Net assets$13.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,380,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,380,878
- Net assets (BOY)
- $13,326,592
Income & contributions
- Employer contributions
- $506,688
- Participant contributions
- $1,108,648
- Total contributions
- $1,685,706
- Total income / additions
- $3,812,751
Expenses & distributions
- Benefits paid
- $429,478
- Administrative expenses
- $96,361
- Total expenses
- $525,839
- Net increase / (decrease)
- $3,286,912
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Planners | NONE | $58,111 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $28,350 | $0 | 2023 |
| Evers Robinson Ltd | NONE | $9,900 | not reported in the loaded dataset | 2023 |