Ingerman Group 401(K) Plan — Form 5500 plan (Ingerman Management Company)
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, Ingerman Group 401(K) Plan is a benefit plan reported by Ingerman Management Company under EIN 32-0045712 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $13,429,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ingerman Management Company
- EIN
- 32-0045712
- Plan number
- 001
- Plan type
- 2
- Location
- Collingswood, NJ
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $13,429,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20241015065851NAL0046858720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,429,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,429,433
- Net assets (BOY)
- $11,347,897
Income & contributions
- Employer contributions
- $480,412
- Participant contributions
- $1,027,723
- Total contributions
- $1,528,135
- Total income / additions
- $3,444,062
Expenses & distributions
- Benefits paid
- $1,298,469
- Administrative expenses
- $64,057
- Total expenses
- $1,362,526
- Net increase / (decrease)
- $2,081,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,242 | $0 | 2023 |
| Securities America Advisor Inc | ADVISOR | $11,856 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,958 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ingerman Management Company
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Collingswood, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Securities America Advisor Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation