2023 Form 5500 filing — Inhabit Iq 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 20251125100923NAL0006531666001) for Inhabit Iq 401(K) Plan, reported by Property Brands under EIN 84-3328313 and plan number 001. It reports 960 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251125100923NAL0006531666001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Property Brands
- EIN
- 84-3328313
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 960
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,077,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,077,407
- Employer contributions
- $1,721,142
- Participant contributions
- $4,072,958
- Total income / additions
- $7,854,707
- Benefits paid
- $836,324
- Administrative expenses
- $88,636
- Total expenses
- $924,960
- Net increase / (decrease)
- $6,929,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $49,535 | $0 |
| Rather & Kittrell Inc | INVESTMENT ADVISOR | $30,881 | not reported in the loaded dataset |
| Tennessee Pension Administrators, L | CONTRACT ADMINISTRATOR | $5,444 | $3,413 |