2023 Form 5500 filing — The Intellekt Group 401(K) Profit Sharing Plan And Trust
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 20241015162635NAL0029101185001) for The Intellekt Group 401(K) Profit Sharing Plan And Trust, reported by The Intellekt Group under EIN 47-4526395 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162635NAL0029101185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Intellekt Group
- EIN
- 47-4526395
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,750,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,750,334
- Employer contributions
- $460,107
- Participant contributions
- $1,019,982
- Total income / additions
- $2,406,780
- Benefits paid
- $642,090
- Administrative expenses
- $16,727
- Total expenses
- $658,817
- Net increase / (decrease)
- $1,747,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Somerset | RECORDKEEPER | $6,942 | $0 |
| Alliancebernstein Lp | ADVISOR | $6,407 | not reported in the loaded dataset |