Integrated Solutions, Inc. 401k Plan — Form 5500 plan (Integrated Solutions, 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, Integrated Solutions, Inc. 401k Plan is a benefit plan reported by Integrated Solutions, Inc. under EIN 48-1125227 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $4,497,233 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integrated Solutions, Inc.
EIN
48-1125227
Plan number
001
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
136
End-of-year plan assets
$4,497,233

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20240725145232NAL0022744208001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,497,233
Total liabilities (EOY)
$0
Net assets (EOY)
$4,497,233
Net assets (BOY)
$3,787,161

Income & contributions

Employer contributions
$105,572
Participant contributions
$303,754
Total contributions
$409,326
Total income / additions
$1,104,344

Expenses & distributions

Benefits paid
$364,179
Administrative expenses
$29,026
Total expenses
$394,272
Net increase / (decrease)
$710,072

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Agh Wealth Advisors, LLCINVESTMENT ADVISOR$15,344not reported in the loaded dataset2023
Bt & Co, PaAUDITOR$8,600not reported in the loaded dataset2023
Allen Gibbs & Houlik, LcRECORDKEEPER$5,043not reported in the loaded dataset2023

Related Form 5500 pages