The Infosoft Group Retirement Plan — Form 5500 plan (The Infosoft Group 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, The Infosoft Group Retirement Plan is a benefit plan reported by The Infosoft Group LLC under EIN 39-1869561 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Infosoft Group LLC
- EIN
- 39-1869561
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20240202095642NAL0033852848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $6,777,889
Income & contributions
- Employer contributions
- $210,643
- Participant contributions
- $621,925
- Total contributions
- $866,364
- Total income / additions
- $1,662,294
Expenses & distributions
- Benefits paid
- $8,382,640
- Administrative expenses
- $57,543
- Total expenses
- $8,440,183
- Net increase / (decrease)
- -$6,777,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,435 | $0 | 2023 |
| Denali Wealth Management | INVESTMENT ADVISOR | $12,713 | not reported in the loaded dataset | 2023 |
| Sikich Llp | CONTRACT ADMIN | $10,248 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,231 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Infosoft Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Denali Wealth Management — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation