Infomerge LLC 401(K) Plan — Form 5500 plan (Infomerge 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, Infomerge LLC 401(K) Plan is a benefit plan reported by Infomerge LLC under EIN 61-1697922 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $29,624,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Infomerge LLC
- EIN
- 61-1697922
- Plan number
- 001
- Plan type
- 2
- Location
- Manhattan, KS
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $29,624,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240919095428NAL0003441747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,624,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,624,645
- Net assets (BOY)
- $28,205,991
Income & contributions
- Employer contributions
- $709,639
- Participant contributions
- $610,161
- Total contributions
- $1,319,800
- Total income / additions
- $5,607,209
Expenses & distributions
- Benefits paid
- $4,141,028
- Administrative expenses
- $47,527
- Total expenses
- $4,188,555
- Net increase / (decrease)
- $1,418,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISOR | $40,830 | not reported in the loaded dataset | 2023 |
| Allen, Gibbs & Houlik, Lc. | RECORDKEEPER | $6,697 | not reported in the loaded dataset | 2023 |