Integrated Employer Solutions 401(K) Plan — Form 5500 plan (Integrated Employer Solutions, 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, Integrated Employer Solutions 401(K) Plan is a benefit plan reported by Integrated Employer Solutions, Inc. under EIN 87-0653068 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,416 participants and $12,238,276 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrated Employer Solutions, Inc.
- EIN
- 87-0653068
- Plan number
- 333
- Plan type
- 3
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 1,416
- End-of-year plan assets
- $12,238,276
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,416 | H, C | 20241015092934NAL0048668944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,238,276
- Total liabilities (EOY)
- $24,245
- Net assets (EOY)
- $12,214,031
- Net assets (BOY)
- $8,593,709
Income & contributions
- Employer contributions
- $674,334
- Participant contributions
- $1,561,730
- Total contributions
- $2,411,484
- Total income / additions
- $4,046,217
Expenses & distributions
- Benefits paid
- $520,039
- Administrative expenses
- $140,681
- Total expenses
- $704,046
- Net increase / (decrease)
- $3,342,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $83,644 | $0 | 2023 |
| Truenorth Wealth | INVESTMENT ADVISORY - PLA | $39,570 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $16,308 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integrated Employer Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Transamerica Financial Life Insuran — Schedule C compensation
- Truenorth Wealth — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation