Impartner Inc. 401(K) Plan — Form 5500 plan (Impartner, 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, Impartner Inc. 401(K) Plan is a benefit plan reported by Impartner, Inc. under EIN 47-3164538 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $10,020,653 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10MPlan net assets, end of year$10,020,653
Participants288Covered participants reported
Assets / participant$34.8KComputed: assets ÷ participants$34,794 (computed)
Provider compensation$9.5K1 Schedule C provider row(s)$9,530
- Plan sponsor
- Impartner, Inc.
- EIN
- 47-3164538
- Plan number
- 001
- Plan type
- 2
- Location
- South Jordan, UT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20251231101800NAL0028892864001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,020,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,020,653
- Net assets (BOY)
- $7,479,818
Income & contributions
- Employer contributions
- $623,715
- Participant contributions
- $1,177,770
- Total contributions
- $2,393,292
- Total income / additions
- $3,861,634
Expenses & distributions
- Benefits paid
- $1,295,456
- Administrative expenses
- $9,937
- Total expenses
- $1,320,799
- Net increase / (decrease)
- $2,540,835
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $9,530 | $0 | 2023 |