Integrated Statistics Incorporated 401(K) Plan — Form 5500 plan (Integrated Statistics Incorporated)
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, Integrated Statistics Incorporated 401(K) Plan is a benefit plan reported by Integrated Statistics Incorporated under EIN 20-0489197 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $5,021,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrated Statistics Incorporated
- EIN
- 20-0489197
- Plan number
- 001
- Plan type
- 2
- Location
- Woods Hole, MA
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $5,021,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241003143621NAL0005786851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,021,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,021,511
- Net assets (BOY)
- $4,110,777
Income & contributions
- Employer contributions
- $111,489
- Participant contributions
- $329,314
- Total contributions
- $442,198
- Total income / additions
- $1,277,639
Expenses & distributions
- Benefits paid
- $341,040
- Administrative expenses
- $25,865
- Total expenses
- $366,905
- Net increase / (decrease)
- $910,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,833 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | ADVISOR | $11,032 | not reported in the loaded dataset | 2023 |