Integral Federal, Inc. 401(K) Retirement Plan — Form 5500 plan (Integral Federal, 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 Federal, Inc. 401(K) Retirement Plan is a benefit plan reported by Integral Federal, Inc. under EIN 52-2081090 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $10,192,743 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integral Federal, Inc.
EIN
52-2081090
Plan number
001
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
229
End-of-year plan assets
$10,192,743

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20240731075459NAL0014119203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,192,743
Total liabilities (EOY)
$0
Net assets (EOY)
$10,192,743
Net assets (BOY)
$8,996,701

Income & contributions

Employer contributions
$371,246
Participant contributions
$1,060,316
Total contributions
$1,656,771
Total income / additions
$3,266,989

Expenses & distributions

Benefits paid
$2,030,599
Administrative expenses
$40,348
Total expenses
$2,070,947
Net increase / (decrease)
$1,196,042

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$25,939$02023
Pnc Asset ManagementADVISOR$11,527not reported in the loaded dataset2023

Related Form 5500 pages