Ingo Money, Inc 401(K) Plan — Form 5500 plan (Ingo Money, 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, Ingo Money, Inc 401(K) Plan is a benefit plan reported by Ingo Money, Inc under EIN 58-2646945 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $10,813,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ingo Money, Inc
- EIN
- 58-2646945
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $10,813,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20240928054843NAL0005511920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,813,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,813,527
- Net assets (BOY)
- $8,433,378
Income & contributions
- Employer contributions
- $463,368
- Participant contributions
- $929,116
- Total contributions
- $1,442,673
- Total income / additions
- $2,847,363
Expenses & distributions
- Benefits paid
- $393,430
- Administrative expenses
- $73,784
- Total expenses
- $467,214
- Net increase / (decrease)
- $2,380,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $61,184 | $0 | 2023 |
| Sbhu/Morgan Stanley Smith Barney | BROKER | $0 | $27,193 | 2023 |
| Futureplan By Ascensus, LLC | RECORDKEEPER | $12,600 | $30 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ingo Money, Inc
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Transamerica Retirement Solutions — Schedule C compensation
- Sbhu/Morgan Stanley Smith Barney — Schedule C compensation
- Futureplan By Ascensus, LLC — Schedule C compensation