2023 Form 5500 filing — Ips & Affiliates 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 20241015194913NAL0029530321001) for Ips & Affiliates 401(K) Plan, reported by Ips- Integrated Project Services, LLC under EIN 23-2561581 and plan number 001. It reports 1,414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194913NAL0029530321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ips- Integrated Project Services, LLC
- EIN
- 23-2561581
- Plan number
- 001
- Location
- Blue Bell, PA
- Participants
- 1,414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,915,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,915,951
- Employer contributions
- $6,687,821
- Participant contributions
- $15,877,399
- Total income / additions
- $47,212,914
- Benefits paid
- $9,982,406
- Administrative expenses
- $204,467
- Total expenses
- $10,214,270
- Net increase / (decrease)
- $36,998,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $143,195 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $31,272 | not reported in the loaded dataset |
| Mma Securities | ADVISOR | $30,000 | not reported in the loaded dataset |