Intelident Solutions, Inc. 401(K) Plan — Form 5500 plan (Intelident Solutions, 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, Intelident Solutions, Inc. 401(K) Plan is a benefit plan reported by Intelident Solutions, Inc. under EIN 57-1220613 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,078 participants and $22,897,315 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intelident Solutions, Inc.
- EIN
- 57-1220613
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 1,078
- End-of-year plan assets
- $22,897,315
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,078 | H, C | 20240924072621NAL0012482289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,897,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,897,315
- Net assets (BOY)
- $19,170,073
Income & contributions
- Participant contributions
- $2,484,692
- Total contributions
- $2,486,821
- Total income / additions
- $5,797,443
Expenses & distributions
- Benefits paid
- $1,867,887
- Administrative expenses
- $202,314
- Total expenses
- $2,070,201
- Net increase / (decrease)
- $3,727,242
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $119,268 | $0 | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $50,129 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $26,444 | $10,108 | 2023 |
| Warren Averett, LLC | AUDITOR | $10,800 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, Ll | INVESTMENT MGMT | $129 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intelident Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Warren Averett, LLC — Schedule C compensation
- Empower Advisory Group, Ll — Schedule C compensation