Idi Billing Solutions 401(K) Plan — Form 5500 plan (Idi Billing Solutions)
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, Idi Billing Solutions 401(K) Plan is a benefit plan reported by Idi Billing Solutions under EIN 16-1494521 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $35,954,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Idi Billing Solutions
- EIN
- 16-1494521
- Plan number
- 001
- Plan type
- 2
- Location
- Victor, NY
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $35,954,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20240920085843NAL0004278323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,954,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,954,414
- Net assets (BOY)
- $29,302,925
Income & contributions
- Employer contributions
- $389,752
- Participant contributions
- $1,392,054
- Total contributions
- $1,872,339
- Total income / additions
- $7,906,504
Expenses & distributions
- Benefits paid
- $1,253,365
- Administrative expenses
- $1,650
- Total expenses
- $1,255,015
- Net increase / (decrease)
- $6,651,489
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Canandaigua National Bank & Trust | NONE | $1,650 | $0 | 2023 |