Identity Financial, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Identity Financial, Inc.)
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, Identity Financial, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Identity Financial, Inc. under EIN 22-3933027 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,438,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Identity Financial, Inc.
- EIN
- 22-3933027
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, TX
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,438,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241021150007NAL0002098320001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,438,717
- Total liabilities (EOY)
- $30,000
- Net assets (EOY)
- $1,408,717
- Net assets (BOY)
- $1,204,088
Income & contributions
- Employer contributions
- $2,929
- Participant contributions
- $90,071
- Total income / additions
- $205,537
Expenses & distributions
- Administrative expenses
- $908
- Total expenses
- $908
- Net increase / (decrease)
- $204,629
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.