Ips & Affiliates 401(K) Plan — Form 5500 plan (Ips- Integrated Project Services, 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, Ips & Affiliates 401(K) Plan is a benefit plan reported by Ips- Integrated Project Services, LLC under EIN 23-2561581 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,414 participants and $151,915,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ips- Integrated Project Services, LLC
- EIN
- 23-2561581
- Plan number
- 001
- Plan type
- 2
- Location
- Blue Bell, PA
- Latest filing year
- 2023
- Participants
- 1,414
- End-of-year plan assets
- $151,915,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,414 | H, C | 20241015194913NAL0029530321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,915,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,915,951
- Net assets (BOY)
- $107,563,991
Income & contributions
- Employer contributions
- $6,687,821
- Participant contributions
- $15,877,399
- Total contributions
- $25,084,054
- Total income / additions
- $47,212,914
Expenses & distributions
- Benefits paid
- $9,982,406
- Administrative expenses
- $204,467
- Total expenses
- $10,214,270
- Net increase / (decrease)
- $36,998,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $143,195 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $31,272 | not reported in the loaded dataset | 2023 |
| Mma Securities | ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ips- Integrated Project Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Blue Bell, PA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Mma Securities — Schedule C compensation