Inhance Technologies Retirement Savings Plan — Form 5500 plan (Inhance Technologies, 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, Inhance Technologies Retirement Savings Plan is a benefit plan reported by Inhance Technologies, LLC under EIN 20-0149703 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $18,541,768 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inhance Technologies, LLC
EIN
20-0149703
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
332
End-of-year plan assets
$18,541,768

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023332H, C20250416114110NAL0004893601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,541,768
Total liabilities (EOY)
$17
Net assets (EOY)
$18,541,751
Net assets (BOY)
$11,896,333

Income & contributions

Employer contributions
$945,469
Participant contributions
$1,260,028
Total contributions
$2,324,810
Total income / additions
$4,472,507

Expenses & distributions

Benefits paid
$3,138,974
Administrative expenses
$67,304
Total expenses
$3,206,278
Net increase / (decrease)
$1,266,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$25,667$02023
Lockton Investment AdvisorsADVISOR$18,460not reported in the loaded dataset2023
Creative PlanningINVESTMENT ADVISOR$14,583not reported in the loaded dataset2023

Related Form 5500 pages