2023 Form 5500 filing — Ingerman 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 20241015065851NAL0046858720001) for Ingerman Group 401(K) Plan, reported by Ingerman Management Company under EIN 32-0045712 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015065851NAL0046858720001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ingerman Management Company
- EIN
- 32-0045712
- Plan number
- 001
- Location
- Collingswood, NJ
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,429,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,429,433
- Employer contributions
- $480,412
- Participant contributions
- $1,027,723
- Total income / additions
- $3,444,062
- Benefits paid
- $1,298,469
- Administrative expenses
- $64,057
- Total expenses
- $1,362,526
- Net increase / (decrease)
- $2,081,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,242 | $0 |
| Securities America Advisor Inc | ADVISOR | $11,856 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $9,958 | not reported in the loaded dataset |