Integration Innovation, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Integration Innovation, Inc. D/B/A I3)

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, Integration Innovation, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Integration Innovation, Inc. D/B/A I3 under EIN 26-1553193 and plan number 001. The latest loaded filing year is 2023. The filing reports 929 participants and $84,180,325 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integration Innovation, Inc. D/B/A I3
EIN
26-1553193
Plan number
001
Plan type
2
Location
Huntsville, AL
Latest filing year
2023
Participants
929
End-of-year plan assets
$84,180,325

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023929H, C20240930134326NAL0003279635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,180,325
Total liabilities (EOY)
$0
Net assets (EOY)
$84,180,325
Net assets (BOY)
$60,426,792

Income & contributions

Employer contributions
$7,155,560
Participant contributions
$6,222,594
Total contributions
$17,746,621
Total income / additions
$30,382,522

Expenses & distributions

Benefits paid
$6,489,250
Administrative expenses
$139,739
Total expenses
$6,628,989
Net increase / (decrease)
$23,753,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$73,185not reported in the loaded dataset2023
Navigate 401kADVISOR$66,554not reported in the loaded dataset2023

Related Form 5500 pages