Integral Systems, Inc. And Subsidiaries Retirement Plans — Form 5500 plan (Integral Systems,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 Systems, Inc. And Subsidiaries Retirement Plans is a benefit plan reported by Integral Systems,Inc. under EIN 52-1267968 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $183,373,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integral Systems,Inc.
- EIN
- 52-1267968
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 495
- End-of-year plan assets
- $183,373,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 495 | H, C | 20241014165410NAL0045380848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $183,373,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $183,373,210
- Net assets (BOY)
- $172,188,156
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $27,183,928
Expenses & distributions
- Benefits paid
- $15,882,895
- Administrative expenses
- $115,979
- Total expenses
- $15,998,874
- Net increase / (decrease)
- $11,185,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $189,945 | $0 | 2023 |
| Sageview Advisory Group, LLC | NONE | $62,847 | not reported in the loaded dataset | 2023 |
| Jgd & Associates Llp | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integral Systems,Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Jgd & Associates Llp — Schedule C compensation
- Qdro Consultants — Schedule C compensation