2023 Form 5500 filing — Internal Drive 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 20241007164219NAL0027994640001) for Internal Drive 401(K) Plan, reported by Internal Drive, Inc. Dba Id Tech under EIN 77-0505298 and plan number 002. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007164219NAL0027994640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Internal Drive, Inc. Dba Id Tech
- EIN
- 77-0505298
- Plan number
- 002
- Location
- Campbell, CA
- Participants
- 495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,474,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,474,251
- Employer contributions
- $300,393
- Participant contributions
- $726,809
- Total income / additions
- $3,186,865
- Benefits paid
- $1,182,057
- Administrative expenses
- $3,532
- Total expenses
- $1,185,589
- Net increase / (decrease)
- $2,001,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $0 | $26,040 |
| Coulter & Justus, P.C. | ACCOUNTANT/AUDITOR | $11,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$7,468 | $0 |