The Intersect Group — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, The Intersect Group (EIN 20-4063021) is a plan sponsor located in Sandy Springs, GA with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 20-4063021
- Location
- Sandy Springs, GA
- Loaded plans
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,199,931
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $11,199,931
Contributions & income
- Employer contributions
- $1,936
- Participant contributions
- $2,125,239
- Total income / additions
- $4,402,208
Expenses & distributions
- Benefits paid / distributions
- $2,222,718
- Total expenses
- $2,381,070
- Net increase / (decrease)
- $2,021,138
Coverage
- Total reported participants
- 2,873
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Intersect Group, LLC 401(K) Profit Sharing Plan & Trust | 001 | 1,332 | $11,199,931 | 2023 |
| The Intersect Group Employee Health Care Plan | 501 | 266 | not reported in the loaded dataset | 2023 |
| The Intersect Group Ltd Plan | 505 | 258 | not reported in the loaded dataset | 2023 |
| The Intersect Group Life Plan | 502 | 258 | not reported in the loaded dataset | 2023 |
| The Intersect Group Add Plan | 503 | 258 | not reported in the loaded dataset | 2023 |
| The Intersect Group Std Plan | 504 | 244 | not reported in the loaded dataset | 2023 |
| The Intersect Group Ancillary Plan | 506 | 147 | not reported in the loaded dataset | 2023 |
| The Intersect Group Mec Plan | 507 | 110 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The Intersect Group Employee Health Care Plan | 266 | — | 20240924160018NAL0013023521001 |
| 2023 | The Intersect Group Life Plan | 258 | — | 20240924160155NAL0013027937001 |
| 2023 | The Intersect Group Add Plan | 258 | — | 20240924160332NAL0026609346001 |
| 2023 | The Intersect Group Std Plan | 244 | — | 20240924160451NAL0013030593001 |
| 2023 | The Intersect Group Ltd Plan | 258 | — | 20240924160615NAL0004811043001 |
| 2023 | The Intersect Group Ancillary Plan | 147 | — | 20240924160734NAL0013031553001 |
| 2023 | The Intersect Group Mec Plan | 110 | — | 20240924160904NAL0004813043001 |
| 2023 | The Intersect Group, LLC 401(K) Profit Sharing Plan & Trust | 1,332 | H, C | 20241003061100NAL0010073761001 |