Interchange Group, Inc. 401(K) Plan — Form 5500 plan (Interchange Group, 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, Interchange Group, Inc. 401(K) Plan is a benefit plan reported by Interchange Group, Inc. under EIN 54-1965308 and plan number 001. The latest loaded filing year is 2023. The filing reports 389 participants and $8,100,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Interchange Group, Inc.
EIN
54-1965308
Plan number
001
Plan type
2
Location
Harrisonburg, VA
Latest filing year
2023
Participants
389
End-of-year plan assets
$8,100,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023389H, C20241014110027NAL0044250880001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,100,654
Total liabilities (EOY)
$0
Net assets (EOY)
$8,100,654
Net assets (BOY)
$6,785,261

Income & contributions

Employer contributions
$504,105
Participant contributions
$748,105
Total contributions
$1,357,661
Total income / additions
$1,622,563

Expenses & distributions

Benefits paid
$247,783
Administrative expenses
$59,387
Total expenses
$307,170
Net increase / (decrease)
$1,315,393

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sapere Wealth Management, LLCINVESTMENT ADVISOR$41,923not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTACT ADMINISTRATOR$15,840$02023

Related Form 5500 pages