Integrity Assessment Group 401(K) Plan — Form 5500 plan (Jrgo LLC Dba Integrity Assessment Group)
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, Integrity Assessment Group 401(K) Plan is a benefit plan reported by Jrgo LLC Dba Integrity Assessment Group under EIN 59-3722235 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $4,137,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jrgo LLC Dba Integrity Assessment Group
- EIN
- 59-3722235
- Plan number
- 001
- Plan type
- 2
- Location
- Clare, MI
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $4,137,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241014125359NAL0014953763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,137,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,137,621
- Net assets (BOY)
- $2,568,925
Income & contributions
- Employer contributions
- $306,104
- Participant contributions
- $1,043,608
- Total contributions
- $1,471,382
- Total income / additions
- $2,037,580
Expenses & distributions
- Benefits paid
- $410,850
- Administrative expenses
- $34,922
- Total expenses
- $468,884
- Net increase / (decrease)
- $1,568,696
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $20,203 | not reported in the loaded dataset | 2023 |
| Fsc Securities Corporation | SERVICE PROVIDER | $0 | $14,719 | 2023 |