2023 Form 5500 filing — Impartner Inc. 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 20251231101800NAL0028892864001) for Impartner Inc. 401(K) Plan, reported by Impartner, Inc. under EIN 47-3164538 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10MReported net assets$10,020,653
Participants288
Provider compensation$9.5K1 Schedule C row(s)$9,530
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251231101800NAL0028892864001
Plan sponsor
Impartner, Inc.
EIN
47-3164538
Plan number
001
Location
South Jordan, UT
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$623.7K
Participant$1.2M
Full reported line items
Total assets (EOY)
$10,020,653
Total liabilities (EOY)
$0
Net assets (EOY)
$10,020,653
Employer contributions
$623,715
Participant contributions
$1,177,770
Total income / additions
$3,861,634
Benefits paid
$1,295,456
Administrative expenses
$9,937
Total expenses
$1,320,799
Net increase / (decrease)
$2,540,835

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$9,530$0

Related Form 5500 pages