2023 Form 5500 filing — Intercap Lending 401(K) 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 20241001094033NAL0003164803001) for Intercap Lending 401(K) Retirement Plan, reported by Intercap Lending, Inc. under EIN 85-0260899 and plan number 002. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001094033NAL0003164803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intercap Lending, Inc.
- EIN
- 85-0260899
- Plan number
- 002
- Location
- Draper, UT
- Participants
- 489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,332,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,332,424
- Employer contributions
- $546,970
- Participant contributions
- $2,094,047
- Total income / additions
- $5,341,199
- Benefits paid
- $1,400,832
- Administrative expenses
- $89,058
- Total expenses
- $1,652,996
- Net increase / (decrease)
- $3,688,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co., L.P. | INVESTMENT MANAGEMENT | $35,677 | not reported in the loaded dataset |
| John Hancock Trust Company, LLC | RECORDKEEPER | $31,396 | not reported in the loaded dataset |
| United 401(K) Plans, Inc. | THIRD PARTY ADMIN | $8,400 | not reported in the loaded dataset |
| Wilshire Associates Inc. | INVESTMENT MANAGEMENT | $2,854 | not reported in the loaded dataset |