2023 Form 5500 filing — Integration Innovation, Inc. 401(K) And Profit Sharing 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 20240930134326NAL0003279635001) for Integration Innovation, Inc. 401(K) And Profit Sharing Plan, reported by Integration Innovation, Inc. D/B/A I3 under EIN 26-1553193 and plan number 001. It reports 929 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240930134326NAL0003279635001
Filing year
2023
Form type
2
Plan sponsor
Integration Innovation, Inc. D/B/A I3
EIN
26-1553193
Plan number
001
Location
Huntsville, AL
Participants
929
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$84,180,325
Total liabilities (EOY)
$0
Net assets (EOY)
$84,180,325
Employer contributions
$7,155,560
Participant contributions
$6,222,594
Total income / additions
$30,382,522
Benefits paid
$6,489,250
Administrative expenses
$139,739
Total expenses
$6,628,989
Net increase / (decrease)
$23,753,533
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$73,185not reported in the loaded dataset
Navigate 401kADVISOR$66,554not reported in the loaded dataset

Related Form 5500 pages