Plan5500

Trg 401(K) Plan — Form 5500 plan (Ibex Global 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, Trg 401(K) Plan is a benefit plan reported by Ibex Global Solutions, Inc. under EIN 72-1583550 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,401 participants and $9,946,910 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ibex Global Solutions, Inc.
EIN
72-1583550
Plan number
005
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
2,401
End-of-year plan assets
$9,946,910

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,401H, C20241015183136NAL0015255603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,946,910
Total liabilities (EOY)
$0
Net assets (EOY)
$9,946,910
Net assets (BOY)
$7,444,353

Income & contributions

Employer contributions
$641,153
Participant contributions
$1,266,503
Total contributions
$1,943,235
Total income / additions
$3,471,515

Expenses & distributions

Benefits paid
$880,796
Administrative expenses
$88,162
Total expenses
$968,958
Net increase / (decrease)
$2,502,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRAOTR$44,036$02023
Ima Wealth, Inc.INVESTMENT ADVISORY$33,921$62023
Onedigital Topco LLCCONTRACT ADMINISTRATOR$10,205$4,2412023

Related Form 5500 pages