Ips Pbe 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 Pbe 401(K) Plan is a benefit plan reported by Ips- Integrated Project Services, LLC under EIN 23-2561581 and plan number 002. The latest loaded filing year is 2023. The filing reports 65 participants and $3,761,441 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.8MPlan net assets, end of year$3,761,441
Participants65Covered participants reported
Assets / participant$57.9KComputed: assets ÷ participants$57,868 (computed)
Provider compensationNone reported
Plan sponsor
Ips- Integrated Project Services, LLC
EIN
23-2561581
Plan number
002
Plan type
2
Location
Blue Bell, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202365I20241015162302NAL0058693346001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$280K
Benefits paid / distributions$275.2K
Contributions
Employer$0
Participant$535.2K
Full reported line items

Net assets

Total assets (EOY)
$3,761,441
Total liabilities (EOY)
$0
Net assets (EOY)
$3,761,441
Net assets (BOY)
$2,926,936

Income & contributions

Employer contributions
$0
Participant contributions
$535,235
Total income / additions
$1,114,521

Expenses & distributions

Benefits paid
$275,231
Administrative expenses
$4,785
Total expenses
$280,016
Net increase / (decrease)
$834,505
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages