The Integral Group, LLC 401(K) Plan — Form 5500 plan (The Integral Group, LLC)
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, The Integral Group, LLC 401(K) Plan is a benefit plan reported by The Integral Group, LLC under EIN 58-2333500 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $10,070,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Integral Group, LLC
- EIN
- 58-2333500
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $10,070,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20241010160222NAL0010228387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,070,495
- Total liabilities (EOY)
- $19,413
- Net assets (EOY)
- $10,051,082
- Net assets (BOY)
- $9,375,149
Income & contributions
- Employer contributions
- $442,691
- Participant contributions
- $609,037
- Total contributions
- $1,064,178
- Total income / additions
- $2,381,107
Expenses & distributions
- Benefits paid
- $1,528,983
- Administrative expenses
- $101,106
- Total expenses
- $1,705,174
- Net increase / (decrease)
- $675,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $81,368 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $25,614 | 2023 |
| My Benefits, LLC | CONTRACT ADMIN | $8,786 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,997 | not reported in the loaded dataset | 2023 |
| Seay & Weissinger, LLC | AUDITOR | $2,995 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance Services | BROKER/ADVISOR | $0 | $760 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Integral Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- My Benefits, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Seay & Weissinger, LLC — Schedule C compensation
- Morgan Stanley Insurance Services — Schedule C compensation