2023 Form 5500 filing — Investment Property Group Ut 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 20241011100426NAL0036605408001) for Investment Property Group Ut 401(K) Plan, reported by Investment Property Group Ut under EIN 86-1283995 and plan number 001. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100426NAL0036605408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Investment Property Group Ut
- EIN
- 86-1283995
- Plan number
- 001
- Location
- Park City, UT
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,132,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,132,260
- Employer contributions
- $465,292
- Participant contributions
- $881,545
- Total income / additions
- $2,003,535
- Benefits paid
- $779,092
- Administrative expenses
- $4,846
- Total expenses
- $787,028
- Net increase / (decrease)
- $1,216,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $4,845 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |