2023 Form 5500 filing — Impact 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 20250711102846NAL0004605299001) for Impact 401(K) Plan, reported by Impact Tech Inc. under EIN 26-1120226 and plan number 001. It reports 529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711102846NAL0004605299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Impact Tech Inc.
- EIN
- 26-1120226
- Plan number
- 001
- Location
- Santa Barbara, CA
- Participants
- 529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,790,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,790,266
- Employer contributions
- $1,720,126
- Participant contributions
- $3,762,641
- Total income / additions
- $10,715,809
- Benefits paid
- $1,119,298
- Administrative expenses
- $93,396
- Total expenses
- $1,207,920
- Net increase / (decrease)
- $9,507,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $68,396 | $0 |
| Investment Research & Advisory | ADVISOR | $25,000 | not reported in the loaded dataset |