I3 Group, Inc. 401(K) Plan And Trust — Form 5500 plan (I3 Group Inc.)

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, I3 Group, Inc. 401(K) Plan And Trust is a benefit plan reported by I3 Group Inc. under EIN 36-3987876 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $25,872,193 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
I3 Group Inc.
EIN
36-3987876
Plan number
001
Plan type
2
Location
Lincolnshire, IL
Latest filing year
2023
Participants
174
End-of-year plan assets
$25,872,193

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241015153914NAL0014985555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,872,193
Total liabilities (EOY)
$2,086
Net assets (EOY)
$25,870,107
Net assets (BOY)
$19,739,004

Income & contributions

Employer contributions
$297,636
Participant contributions
$1,509,049
Total contributions
$5,679,443
Total income / additions
$9,133,722

Expenses & distributions

Benefits paid
$2,998,740
Administrative expenses
$3,879
Total expenses
$3,002,619
Net increase / (decrease)
$6,131,103

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideNONE$90,261$02023
Ausdal Financial Partners, Inc.NONE$0$39,2292023
Pension Advisory Group, Ltd.NONE$2,927$10,8972023

Related Form 5500 pages