2023 Form 5500 filing — Improving 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 20241011172416NAL0011223331001) for Improving 401(K) Plan, reported by Improving Corporate Services, LLC under EIN 85-3771438 and plan number 001. It reports 1,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011172416NAL0011223331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Improving Corporate Services, LLC
- EIN
- 85-3771438
- Plan number
- 001
- Location
- Plano, TX
- Participants
- 1,027
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,824,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,824,678
- Employer contributions
- $3,003,951
- Participant contributions
- $7,371,093
- Total income / additions
- $24,393,058
- Benefits paid
- $10,714,903
- Administrative expenses
- $108,570
- Total expenses
- $10,853,587
- Net increase / (decrease)
- $13,539,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $63,463 | $0 |
| Definiti LLC | OTHER | $25,056 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,594 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |
| Gwfs Equities Inc | OTHER | $125 | not reported in the loaded dataset |
| Gwfs Equities Inc | OTHER | $10 | not reported in the loaded dataset |
| Gwfs Equities Inc | OTHER | $0 | $0 |