2023 Form 5500 filing — Integrity Assessment Group 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 20241014125359NAL0014953763001) for Integrity Assessment Group 401(K) Plan, reported by Jrgo LLC Dba Integrity Assessment Group under EIN 59-3722235 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125359NAL0014953763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jrgo LLC Dba Integrity Assessment Group
- EIN
- 59-3722235
- Plan number
- 001
- Location
- Clare, MI
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,137,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,137,621
- Employer contributions
- $306,104
- Participant contributions
- $1,043,608
- Total income / additions
- $2,037,580
- Benefits paid
- $410,850
- Administrative expenses
- $34,922
- Total expenses
- $468,884
- Net increase / (decrease)
- $1,568,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $20,203 | not reported in the loaded dataset |
| Fsc Securities Corporation | SERVICE PROVIDER | $0 | $14,719 |