Intricon 401(K) Employee Savings Plan — Form 5500 plan (Intricon 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, Intricon 401(K) Employee Savings Plan is a benefit plan reported by Intricon Inc. under EIN 41-1305251 and plan number 001. The latest loaded filing year is 2023. The filing reports 547 participants and $35,917,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intricon Inc.
- EIN
- 41-1305251
- Plan number
- 001
- Plan type
- 2
- Location
- Arden Hills, MN
- Latest filing year
- 2023
- Participants
- 547
- End-of-year plan assets
- $35,917,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 547 | H, C | 20240911085521NAL0008229713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,917,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,917,980
- Net assets (BOY)
- $34,277,270
Income & contributions
- Employer contributions
- $811,248
- Participant contributions
- $2,783,795
- Total contributions
- $4,841,110
- Total income / additions
- $10,205,774
Expenses & distributions
- Benefits paid
- $8,497,146
- Administrative expenses
- $63,436
- Total expenses
- $8,565,064
- Net increase / (decrease)
- $1,640,710
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Fiduciary Advisors LLC | INVESTMENT ADVISORY | $50,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $13,436 | $0 | 2023 |