Independent Financial Group — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Independent Financial Group is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $173,992 and reported indirect compensation totals $36,380.

Reported compensation summary

Reported direct compensation
$173,992
Reported indirect compensation
$36,380
Total reported compensation
$210,372
Filings
7
Plan sponsors
7
Plans
7
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Independent Financial Group
SponsorStatePlansReported compensation
Family Care Network, PllcWA1$90,546
Koam Engineering Systems, Inc.CA1$36,380
First Hospital Panamericano, Inc.PA1$25,637
Chicago Dryer CompanyIL1$17,888
Spenuzza, Inc.CA1$15,246
Compania Cervecera De Puerto Rico, Inc.PR1$13,068
Cooperativa De Ahorro Y Credito OrientalPR1$11,607

State footprint

Plans reporting Independent Financial Group are sponsored in CA (2), PR (2), IL (1), PA (1), WA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Family Care Network, PllcNew Directions Retirement Savings Plan For Family Care Network2023$90,546not reported in the loaded dataset
Koam Engineering Systems, Inc.Koam Engineering Systems, Inc. Retirement Savings Plan2023$0$36,380
First Hospital Panamericano, Inc.First Hospital Panamericano 401k Savings Plan2023$25,637$0
Chicago Dryer CompanyChicago Dryer Company Retirement Plan2023$17,888not reported in the loaded dataset
Spenuzza, Inc.Imperial 401(K)/Profit Sharing Plan2023$15,246$0
Compania Cervecera De Puerto Rico, Inc.Compania Cervecera De Puerto Rico Retirement Plan - Administrative2023$13,068$0
Cooperativa De Ahorro Y Credito OrientalCooperativa De Ahorro Y Credito Oriental Retirement Plan2023$11,607$0

Related Form 5500 pages