Incompass Retirement Plan — Form 5500 plan (Timesavers Acquisition, 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, Incompass Retirement Plan is a benefit plan reported by Timesavers Acquisition, LLC. under EIN 37-1743331 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $18,558,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Timesavers Acquisition, LLC.
EIN
37-1743331
Plan number
001
Plan type
2
Location
Maple Grove, MN
Latest filing year
2023
Participants
200
End-of-year plan assets
$18,558,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20260519050445NAL0000691009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,558,217
Total liabilities (EOY)
$0
Net assets (EOY)
$18,558,217
Net assets (BOY)
$10,057,395

Income & contributions

Employer contributions
$869,806
Participant contributions
$1,165,263
Total contributions
$2,323,532
Total income / additions
$4,377,769

Expenses & distributions

Benefits paid
$1,881,065
Administrative expenses
$40,870
Total expenses
$1,924,296
Net increase / (decrease)
$2,453,473

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mestrow Financial IncINVESTMENT/FINANCIAL ADVI$21,520$02023
Adp, Inc.RECORDKEEPER$13,423$02023
Adp Brokker DealerRECORDKEEPER$0$02023

Related Form 5500 pages