2023 Form 5500 filing — Integrated Solutions, Inc. 401k 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 20240725145232NAL0022744208001) for Integrated Solutions, Inc. 401k Plan, reported by Integrated Solutions, Inc. under EIN 48-1125227 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725145232NAL0022744208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrated Solutions, Inc.
- EIN
- 48-1125227
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,497,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,497,233
- Employer contributions
- $105,572
- Participant contributions
- $303,754
- Total income / additions
- $1,104,344
- Benefits paid
- $364,179
- Administrative expenses
- $29,026
- Total expenses
- $394,272
- Net increase / (decrease)
- $710,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agh Wealth Advisors, LLC | INVESTMENT ADVISOR | $15,344 | not reported in the loaded dataset |
| Bt & Co, Pa | AUDITOR | $8,600 | not reported in the loaded dataset |
| Allen Gibbs & Houlik, Lc | RECORDKEEPER | $5,043 | not reported in the loaded dataset |