Investment Planners Inc — 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, Investment Planners Inc is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $34,235 and reported indirect compensation totals $74,826.
Reported compensation summary
- Reported direct compensation
- $34,235
- Reported indirect compensation
- $74,826
- Total reported compensation
- $109,061
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Kevane Grant Thornton, Llp | PR | 1 | $38,005 |
| Software Solutions Integrated, LLC | IL | 1 | $34,235 |
| Cossma, Inc. | PR | 1 | $24,659 |
| Macon Resources Inc | IL | 1 | $12,162 |
State footprint
Plans reporting Investment Planners Inc are sponsored in IL (2), PR (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Kevane Grant Thornton, Llp | Kevane Grant Thornton Retirement Plan | 2023 | $0 | $38,005 |
| Software Solutions Integrated, LLC | Software Solutions Integrated, LLC 401(K) Plan | 2023 | $34,235 | not reported in the loaded dataset |
| Cossma, Inc. | Cossma, Inc. Retirement Plan | 2023 | $0 | $24,659 |
| Macon Resources Inc | Macon Resources Inc Retirement Savings Plan | 2023 | $0 | $12,162 |
Related Form 5500 pages
- Kevane Grant Thornton Retirement Plan (plan 001)
- Kevane Grant Thornton, Llp — all reported plans
- Software Solutions Integrated, LLC 401(K) Plan (plan 001)
- Software Solutions Integrated, LLC — all reported plans
- Cossma, Inc. Retirement Plan (plan 001)
- Cossma, Inc. — all reported plans
- Macon Resources Inc Retirement Savings Plan (plan 001)
- Macon Resources Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources