The Intellekt Group 401(K) Profit Sharing Plan And Trust — Form 5500 plan (The Intellekt Group)
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 Intellekt Group 401(K) Profit Sharing Plan And Trust is a benefit plan reported by The Intellekt Group under EIN 47-4526395 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $5,750,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Intellekt Group
- EIN
- 47-4526395
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $5,750,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241015162635NAL0029101185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,750,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,750,334
- Net assets (BOY)
- $4,002,371
Income & contributions
- Employer contributions
- $460,107
- Participant contributions
- $1,019,982
- Total contributions
- $1,653,302
- Total income / additions
- $2,406,780
Expenses & distributions
- Benefits paid
- $642,090
- Administrative expenses
- $16,727
- Total expenses
- $658,817
- Net increase / (decrease)
- $1,747,963
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Somerset | RECORDKEEPER | $6,942 | $0 | 2023 |
| Alliancebernstein Lp | ADVISOR | $6,407 | not reported in the loaded dataset | 2023 |