2023 Form 5500 filing — Infusystem Holdings, Inc. 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 20241014094928NAL0013083843001) for Infusystem Holdings, Inc. 401(K) Plan, reported by Infusystem Holdings, Inc. under EIN 20-3341405 and plan number 001. It reports 492 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094928NAL0013083843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Infusystem Holdings, Inc.
- EIN
- 20-3341405
- Plan number
- 001
- Location
- Rochester Hills, MI
- Participants
- 492
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,358,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,358,829
- Employer contributions
- $1,290,501
- Participant contributions
- $2,175,942
- Total income / additions
- $7,732,650
- Benefits paid
- $2,016,585
- Administrative expenses
- $97,407
- Total expenses
- $2,113,992
- Net increase / (decrease)
- $5,618,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gregory J Schwartz & Company Inc | INVESTMENT ADVISOR | $67,938 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $29,469 | $0 |