2023 Form 5500 filing — Inperium & Family Of Services 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 20250121132653NAL0005310048001) for Inperium & Family Of Services 401(K) Plan, reported by Inperium, Inc. under EIN 81-1159891 and plan number 001. It reports 3,231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250121132653NAL0005310048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inperium, Inc.
- EIN
- 81-1159891
- Plan number
- 001
- Location
- Reading, PA
- Participants
- 3,231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,120,615
- Net assets (EOY)
- $28,120,615
- Participant contributions
- $4,467,615
- Total income / additions
- $8,530,676
- Benefits paid
- $3,916,880
- Administrative expenses
- $228,023
- Total expenses
- $4,147,105
- Net increase / (decrease)
- $4,383,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $180,694 | $0 |
| M Holdings, Securities, Inc | INVESTMENT ADVISORY | $47,329 | not reported in the loaded dataset |