Infinite Legacy, Inc. Retirement Savings Plan — Form 5500 plan (Infinite Legacy, 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, Infinite Legacy, Inc. Retirement Savings Plan is a benefit plan reported by Infinite Legacy, Inc. under EIN 52-1736533 and plan number 002. The latest loaded filing year is 2023. The filing reports 292 participants and $23,612,039 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Infinite Legacy, Inc.
- EIN
- 52-1736533
- Plan number
- 002
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $23,612,039
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20241011122356NAL0044277042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,612,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,612,039
- Net assets (BOY)
- $13,276,270
Income & contributions
- Employer contributions
- $1,016,404
- Participant contributions
- $1,840,494
- Total contributions
- $8,353,319
- Total income / additions
- $11,064,697
Expenses & distributions
- Benefits paid
- $661,388
- Administrative expenses
- $67,540
- Total expenses
- $728,928
- Net increase / (decrease)
- $10,335,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $64,425 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| American Beacon Funds | NONE | $0 | $0 | 2023 |
| Royce Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Hartford Mutual Funds | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Infinite Legacy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- American Funds — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- Royce Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Invesco — Schedule C compensation
- Legg Mason — Schedule C compensation
- Hartford Mutual Funds — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation
- Fidelity — Schedule C compensation