2023 Form 5500 filing — Irg 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 20241010122726NAL0020065089004) for Irg 401(K) Plan, reported by Integrated Rehabilitation Group, P.C. under EIN 91-1745305 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122726NAL0020065089004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrated Rehabilitation Group, P.C.
- EIN
- 91-1745305
- Plan number
- 001
- Location
- Mill Creek, WA
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,204,608
- Net assets (EOY)
- $10,204,608
- Employer contributions
- $194,239
- Participant contributions
- $1,282,350
- Total income / additions
- $3,092,480
- Benefits paid
- $645,976
- Administrative expenses
- $75,426
- Total expenses
- $721,402
- Net increase / (decrease)
- $2,371,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $23,409 | $0 |
| Northwestern Mutual Wealth Mgmt | INVESTMENT ADVISOR | $15,068 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $11,488 | not reported in the loaded dataset |
| Definiti LLC | CONTRACT ADMINISTRATOR | $10,398 | not reported in the loaded dataset |
| Northwestern Mutual Investment | BROKER/ADVISOR | $0 | $2,741 |