2023 Form 5500 filing — Industrial Info Resources, Inc. Employee Savings 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 20241002173852NAL0008699713001) for Industrial Info Resources, Inc. Employee Savings Plan, reported by Industrial Info Resources, Inc. under EIN 76-0093411 and plan number 001. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002173852NAL0008699713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Industrial Info Resources, Inc.
- EIN
- 76-0093411
- Plan number
- 001
- Location
- Sugar Land, TX
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,741,801
- Net assets (EOY)
- $29,741,801
- Employer contributions
- $598,548
- Participant contributions
- $1,710,121
- Total income / additions
- $6,210,369
- Benefits paid
- $898,122
- Administrative expenses
- $121,043
- Total expenses
- $1,019,165
- Net increase / (decrease)
- $5,191,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $67,068 | $0 |
| Nova 401k Associates | THIRD PARTY ADMINISTRATOR | $4,625 | $12,716 |