2023 Form 5500 filing — Intelligentsia 401(K) Profit Sharing 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 20241029133214NAL0009840914001) for Intelligentsia 401(K) Profit Sharing Plan, reported by Intelligentsia Coffee, Inc. under EIN 36-4027860 and plan number 001. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7MReported net assets$6,956,040
Participants292
Provider compensation$42.3K2 Schedule C row(s)$42,344
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241029133214NAL0009840914001
Plan sponsor
Intelligentsia Coffee, Inc.
EIN
36-4027860
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$351.4K
Benefits paid / distributions$302.5K
Contributions
Employer$148.1K
Participant$559.9K
Full reported line items
Total assets (EOY)
$6,956,040
Total liabilities (EOY)
$0
Net assets (EOY)
$6,956,040
Employer contributions
$148,106
Participant contributions
$559,865
Total income / additions
$1,828,884
Benefits paid
$302,459
Administrative expenses
$42,344
Total expenses
$351,396
Net increase / (decrease)
$1,477,488
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $27.7K
  2. 2
    ADVISOR · Direct $14.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241029133214NAL0009840914001 cover?
It is the 2023 Form 5500 filing for Intelligentsia 401(K) Profit Sharing Plan, reported by Intelligentsia Coffee, Inc. (EIN 36-4027860).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages