Data Intensity LLC 401(K) Retirement Plan — Form 5500 plan (Data Intensity LLC)
Plain-English plan 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, Data Intensity LLC 401(K) Retirement Plan is a benefit plan reported by Data Intensity LLC under EIN 04-3567891 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $8,212,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Data Intensity LLC
- EIN
- 04-3567891
- Plan number
- 001
- Plan type
- 2
- Location
- Covington, KY
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $8,212,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241011121659NAL0012471667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,212,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,212,787
- Net assets (BOY)
- $7,823,182
Income & contributions
- Employer contributions
- $170,188
- Participant contributions
- $805,136
- Total contributions
- $975,324
- Total income / additions
- $2,167,441
Expenses & distributions
- Benefits paid
- $1,709,731
- Administrative expenses
- $68,105
- Total expenses
- $1,777,836
- Net increase / (decrease)
- $389,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of Am | CONTRACT ADMINSTRATOR | $48,127 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,710 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $7,268 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Data Intensity LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Covington, KY
- Empower Annuity Ins Co Of Am — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation