Investment Property Group Ut 401(K) Plan — Form 5500 plan (Investment Property Group Ut)
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, Investment Property Group Ut 401(K) Plan is a benefit plan reported by Investment Property Group Ut under EIN 86-1283995 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $5,132,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Investment Property Group Ut
- EIN
- 86-1283995
- Plan number
- 001
- Plan type
- 2
- Location
- Park City, UT
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $5,132,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241011100426NAL0036605408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,132,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,132,260
- Net assets (BOY)
- $3,915,753
Income & contributions
- Employer contributions
- $465,292
- Participant contributions
- $881,545
- Total contributions
- $1,352,190
- Total income / additions
- $2,003,535
Expenses & distributions
- Benefits paid
- $779,092
- Administrative expenses
- $4,846
- Total expenses
- $787,028
- Net increase / (decrease)
- $1,216,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $4,845 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |