Intermed Profit Sharing And 401(K) Plan — Form 5500 plan (The Intermed 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, Intermed Profit Sharing And 401(K) Plan is a benefit plan reported by The Intermed Group under EIN 47-5678139 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $13,186,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Intermed Group
EIN
47-5678139
Plan number
001
Plan type
2
Location
Alachua, FL
Latest filing year
2023
Participants
361
End-of-year plan assets
$13,186,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20241122125639NAL0003569954001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,186,370
Total liabilities (EOY)
$0
Net assets (EOY)
$13,186,370
Net assets (BOY)
$10,575,961

Income & contributions

Employer contributions
$441,370
Participant contributions
$1,298,999
Total contributions
$1,939,670
Total income / additions
$3,608,242

Expenses & distributions

Benefits paid
$931,277
Administrative expenses
$66,556
Total expenses
$997,833
Net increase / (decrease)
$2,610,409

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$4,024not reported in the loaded dataset2023

Related Form 5500 pages