2023 Form 5500 filing — Idi Billing Solutions 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 20240920085843NAL0004278323001) for Idi Billing Solutions 401(K) Plan, reported by Idi Billing Solutions under EIN 16-1494521 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920085843NAL0004278323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Idi Billing Solutions
- EIN
- 16-1494521
- Plan number
- 001
- Location
- Victor, NY
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,954,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,954,414
- Employer contributions
- $389,752
- Participant contributions
- $1,392,054
- Total income / additions
- $7,906,504
- Benefits paid
- $1,253,365
- Administrative expenses
- $1,650
- Total expenses
- $1,255,015
- Net increase / (decrease)
- $6,651,489
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Canandaigua National Bank & Trust | NONE | $1,650 | $0 |