2023 Form 5500 filing — Integrated Practice Solutions, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240528085405NAL0021686482001) for Integrated Practice Solutions, Inc. 401(K) Plan, reported by Integrated Practice Solutions, Inc. under EIN 03-0592020 and plan number 002. It reports 566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240528085405NAL0021686482001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrated Practice Solutions, Inc.
- EIN
- 03-0592020
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 566
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,809,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,809,321
- Employer contributions
- $793,273
- Participant contributions
- $1,625,467
- Total income / additions
- $4,479,311
- Benefits paid
- $1,287,465
- Administrative expenses
- $17,650
- Total expenses
- $1,305,115
- Net increase / (decrease)
- $3,174,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investors Services Inc | SERVICE PROVIDER | $0 | $32,658 |
| The Angell Pension Grooup, Inc | THIRD PARTY ADMINISTRATO | $0 | $6,240 |