2023 Form 5500 filing — Intelident 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 20240924072621NAL0012482289001) for Intelident Solutions, Inc. 401(K) Plan, reported by Intelident Solutions, Inc. under EIN 57-1220613 and plan number 001. It reports 1,078 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924072621NAL0012482289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intelident Solutions, Inc.
- EIN
- 57-1220613
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 1,078
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,897,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,897,315
- Participant contributions
- $2,484,692
- Total income / additions
- $5,797,443
- Benefits paid
- $1,867,887
- Administrative expenses
- $202,314
- Total expenses
- $2,070,201
- Net increase / (decrease)
- $3,727,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $119,268 | $0 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $50,129 | not reported in the loaded dataset |
| Retirement Solutions Specialists | CONTRACT ADMIN | $26,444 | $10,108 |
| Warren Averett, LLC | AUDITOR | $10,800 | not reported in the loaded dataset |
| Empower Advisory Group, Ll | INVESTMENT MGMT | $129 | not reported in the loaded dataset |