2023 Form 5500 filing — I3 Technology Group, LLC 401k 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 20251028092731NAL0006790465001) for I3 Technology Group, LLC 401k Plan, reported by I3 Technology Group, LLC under EIN 84-5163706 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251028092731NAL0006790465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- I3 Technology Group, LLC
- EIN
- 84-5163706
- Plan number
- 001
- Location
- Binghamton, NY
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,121,482
- Net assets (EOY)
- $13,121,482
- Employer contributions
- $336,334
- Participant contributions
- $740,528
- Total income / additions
- $3,042,604
- Benefits paid
- $2,456,025
- Administrative expenses
- $20,989
- Total expenses
- $2,477,487
- Net increase / (decrease)
- $565,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nbt Bank N.A. | NONE | $20,989 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $0 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |