Integral Consulting Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Integral Consulting 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, Integral Consulting Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Integral Consulting Inc. under EIN 48-1266683 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $35,726,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integral Consulting Inc.
- EIN
- 48-1266683
- Plan number
- 001
- Plan type
- 2
- Location
- Boulder, CO
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $35,726,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20240918134025NAL0004392161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,726,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,726,356
- Net assets (BOY)
- $29,025,711
Income & contributions
- Employer contributions
- $992,620
- Participant contributions
- $2,177,250
- Total contributions
- $4,193,307
- Total income / additions
- $9,774,609
Expenses & distributions
- Benefits paid
- $3,014,868
- Administrative expenses
- $59,096
- Total expenses
- $3,073,964
- Net increase / (decrease)
- $6,700,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ima Wealth Inc | NONE | $47,500 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $11,288 | $0 | 2023 |