2023 Form 5500 filing — Integrated Employer Solutions 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 20241015092934NAL0048668944001) for Integrated Employer Solutions 401(K) Plan, reported by Integrated Employer Solutions, Inc. under EIN 87-0653068 and plan number 333. It reports 1,416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092934NAL0048668944001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Integrated Employer Solutions, Inc.
- EIN
- 87-0653068
- Plan number
- 333
- Location
- Salt Lake City, UT
- Participants
- 1,416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,238,276
- Total liabilities (EOY)
- $24,245
- Net assets (EOY)
- $12,214,031
- Employer contributions
- $674,334
- Participant contributions
- $1,561,730
- Total income / additions
- $4,046,217
- Benefits paid
- $520,039
- Administrative expenses
- $140,681
- Total expenses
- $704,046
- Net increase / (decrease)
- $3,342,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $83,644 | $0 |
| Truenorth Wealth | INVESTMENT ADVISORY - PLA | $39,570 | not reported in the loaded dataset |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $16,308 | $0 |