Integro Professional Services 401(K) Plan — Form 5500 plan (Integro Professional Services, LLC)

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, Integro Professional Services 401(K) Plan is a benefit plan reported by Integro Professional Services, LLC under EIN 87-2015278 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $633,969 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integro Professional Services, LLC
EIN
87-2015278
Plan number
001
Plan type
2
Location
Celebration, FL
Latest filing year
2023
Participants
289
End-of-year plan assets
$633,969

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20240729220321NAL0030883920004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$633,969
Total liabilities (EOY)
$0
Net assets (EOY)
$633,969
Net assets (BOY)
$370,480

Income & contributions

Employer contributions
$0
Participant contributions
$264,800
Total contributions
$265,894
Total income / additions
$358,855

Expenses & distributions

Benefits paid
$88,902
Administrative expenses
$6,464
Total expenses
$95,366
Net increase / (decrease)
$263,489

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Guideline, Inc.RECORDKEEPER$6,464not reported in the loaded dataset2023

Related Form 5500 pages