2023 Form 5500 filing — Intellicentrics Savings & Retirement 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 20250228132618NAL0001890928001) for Intellicentrics Savings & Retirement Plan, reported by Intellicentrics, Inc. under EIN 27-3581616 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228132618NAL0001890928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intellicentrics, Inc.
- EIN
- 27-3581616
- Plan number
- 001
- Location
- Flower Mound, TX
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,370,587
- Net assets (EOY)
- $6,370,587
- Employer contributions
- $334,487
- Participant contributions
- $761,128
- Total income / additions
- $2,354,752
- Benefits paid
- $690,030
- Administrative expenses
- $26,175
- Total expenses
- $716,205
- Net increase / (decrease)
- $1,638,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $27,808 | not reported in the loaded dataset |