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 Financial Settlements, Inc. 401(K) Plan is a benefit plan reported by Integrated Financial Settlements, Inc. under EIN 20-4029426 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $46,720,244 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,720,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,720,244
- Net assets (BOY)
- $39,855,436
Income & contributions
- Employer contributions
- $573,517
- Participant contributions
- $2,318,718
- Total contributions
- $2,957,143
- Total income / additions
- $9,109,322
Expenses & distributions
- Benefits paid
- $2,130,515
- Administrative expenses
- $113,999
- Total expenses
- $2,244,514
- Net increase / (decrease)
- $6,864,808