2023 Form 5500 filing — Infotrax 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 20240919122519NAL0006140449001) for Infotrax 401(K) Plan, reported by Infotrax Systems under EIN 87-0584415 and plan number 001. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919122519NAL0006140449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Infotrax Systems
- EIN
- 87-0584415
- Plan number
- 001
- Location
- Orem, UT
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,566,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,566,338
- Employer contributions
- $424,009
- Participant contributions
- $205,334
- Total income / additions
- $2,539,232
- Benefits paid
- $1,711,901
- Administrative expenses
- $23,645
- Total expenses
- $1,753,455
- Net increase / (decrease)
- $785,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $23,345 | not reported in the loaded dataset |
| Alliance Benefit Group Rocky Mtn | THIRD PARTY ADMINISTRATO | $300 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |