Plan5500

Interapt Retirement Plan — Form 5500 plan (Interapt, 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, Interapt Retirement Plan is a benefit plan reported by Interapt, LLC under EIN 26-3323656 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $693,030 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Interapt, LLC
EIN
26-3323656
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
222
End-of-year plan assets
$693,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023222H, C20241015200752NAL0057999250001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$693,030
Net assets (EOY)
$693,030
Net assets (BOY)
$483,692

Income & contributions

Participant contributions
$280,890
Total contributions
$280,890
Total income / additions
$388,239

Expenses & distributions

Benefits paid
$164,957
Administrative expenses
$13,944
Total expenses
$178,901
Net increase / (decrease)
$209,338

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan ServRECORDKEEPER$11,937$02023
Private Client Services, LLCINVESTMENT ADVISOR$2,707$02023
Retirement Management Services, LLCCONTRACT ADMIN$1,457$02023

Related Form 5500 pages