2023 Form 5500 filing — Incompass 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 20260519050445NAL0000691009001) for Incompass Retirement Plan, reported by Timesavers Acquisition, LLC. under EIN 37-1743331 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260519050445NAL0000691009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Timesavers Acquisition, LLC.
- EIN
- 37-1743331
- Plan number
- 001
- Location
- Maple Grove, MN
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,558,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,558,217
- Employer contributions
- $869,806
- Participant contributions
- $1,165,263
- Total income / additions
- $4,377,769
- Benefits paid
- $1,881,065
- Administrative expenses
- $40,870
- Total expenses
- $1,924,296
- Net increase / (decrease)
- $2,453,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mestrow Financial Inc | INVESTMENT/FINANCIAL ADVI | $21,520 | $0 |
| Adp, Inc. | RECORDKEEPER | $13,423 | $0 |
| Adp Brokker Dealer | RECORDKEEPER | $0 | $0 |