Impact Advisors, LLC 401(K) Plan — Form 5500 plan (Impact Advisors, 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, Impact Advisors, LLC 401(K) Plan is a benefit plan reported by Impact Advisors, LLC under EIN 20-8207247 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $48,998,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Impact Advisors, LLC
- EIN
- 20-8207247
- Plan number
- 001
- Plan type
- 2
- Location
- Naperville, IL
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $48,998,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20241001103133NAL0006937217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,998,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,998,115
- Net assets (BOY)
- $37,712,438
Income & contributions
- Employer contributions
- $1,950,167
- Participant contributions
- $6,048,394
- Total contributions
- $9,293,468
- Total income / additions
- $15,392,056
Expenses & distributions
- Benefits paid
- $3,924,461
- Administrative expenses
- $181,918
- Total expenses
- $4,106,379
- Net increase / (decrease)
- $11,285,677
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ashe Benefits 401(K) Adv. Services | INVESTMENT ADVISOR | $89,183 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $34,262 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $20,271 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $19,495 | not reported in the loaded dataset | 2023 |
| Hunter Benefits Consulting Group | TPA | $10,700 | not reported in the loaded dataset | 2023 |
| Dufek & Company, LLC | AUDITOR | $7,994 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Impact Advisors, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Naperville, IL
- Ashe Benefits 401(K) Adv. Services — Schedule C compensation
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Hunter Benefits Consulting Group — Schedule C compensation
- Dufek & Company, LLC — Schedule C compensation