2023 Form 5500 filing — Integrated Statistics Incorporated 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 20241003143621NAL0005786851001) for Integrated Statistics Incorporated 401(K) Plan, reported by Integrated Statistics Incorporated under EIN 20-0489197 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003143621NAL0005786851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrated Statistics Incorporated
- EIN
- 20-0489197
- Plan number
- 001
- Location
- Woods Hole, MA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,021,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,021,511
- Employer contributions
- $111,489
- Participant contributions
- $329,314
- Total income / additions
- $1,277,639
- Benefits paid
- $341,040
- Administrative expenses
- $25,865
- Total expenses
- $366,905
- Net increase / (decrease)
- $910,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,833 | not reported in the loaded dataset |
| Global Retirement Partners LLC | ADVISOR | $11,032 | not reported in the loaded dataset |