2023 Form 5500 filing — Integra Connect, LLC 401(K) Profit Sharing Plan & Trust
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 20241004132214NAL0012255601001) for Integra Connect, LLC 401(K) Profit Sharing Plan & Trust, reported by Integra Connect Newco, LLC under EIN 86-1179475 and plan number 001. It reports 755 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004132214NAL0012255601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integra Connect Newco, LLC
- EIN
- 86-1179475
- Plan number
- 001
- Location
- West Palm Beach, FL
- Participants
- 755
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,951,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,951,852
- Employer contributions
- $2,104,317
- Participant contributions
- $3,972,783
- Total income / additions
- $10,315,559
- Benefits paid
- $2,588,365
- Administrative expenses
- $61,244
- Total expenses
- $2,649,609
- Net increase / (decrease)
- $7,665,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $29,558 | $0 |
| Pollard & Associates | TPA | $15,168 | not reported in the loaded dataset |
| Greenspring Advisors LLC | INVESTMENT ADVISOR | $15,168 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANGEMENT | $805 | not reported in the loaded dataset |
| Qdro Consultants Company,LLC | CONSULTING | $400 | not reported in the loaded dataset |