2023 Form 5500 filing — Impact Xm Retirement 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 20240920120053NAL0010368576001) for Impact Xm Retirement Plan, reported by Impact Unlimited, Inc. D/B/A Impact Xm under EIN 22-1985926 and plan number 001. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920120053NAL0010368576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Impact Unlimited, Inc. D/B/A Impact Xm
- EIN
- 22-1985926
- Plan number
- 001
- Location
- Dayton, NJ
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,097,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,097,973
- Employer contributions
- $271,771
- Participant contributions
- $1,057,250
- Total income / additions
- $5,120,686
- Benefits paid
- $1,537,373
- Administrative expenses
- $20,272
- Total expenses
- $1,557,645
- Net increase / (decrease)
- $3,563,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Red Bank Pension Services, Inc. | THIRD PARTY ADMIN. | $1,600 | $10,935 |
| Mazars Usa Llp | SERVICE PROVIDER | $12,480 | not reported in the loaded dataset |
| Morningstar | SERVICE PROVIDER | $3,942 | $8,287 |
| Voya Retirement Ins. & Annuity Co. | SERVICE PROVIDER | $2,250 | $8,287 |