Industrial Info Resources, Inc. Employee Savings Plan — Form 5500 plan (Industrial Info Resources, 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, Industrial Info Resources, Inc. Employee Savings Plan is a benefit plan reported by Industrial Info Resources, Inc. under EIN 76-0093411 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $29,741,801 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Industrial Info Resources, Inc.
EIN
76-0093411
Plan number
001
Plan type
2
Location
Sugar Land, TX
Latest filing year
2023
Participants
289
End-of-year plan assets
$29,741,801

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20241002173852NAL0008699713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,741,801
Net assets (EOY)
$29,741,801
Net assets (BOY)
$24,550,597

Income & contributions

Employer contributions
$598,548
Participant contributions
$1,710,121
Total contributions
$2,308,669
Total income / additions
$6,210,369

Expenses & distributions

Benefits paid
$898,122
Administrative expenses
$121,043
Total expenses
$1,019,165
Net increase / (decrease)
$5,191,204

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner SmithINVESTMENT ADVISOR$67,068$02023
Nova 401k AssociatesTHIRD PARTY ADMINISTRATOR$4,625$12,7162023

Related Form 5500 pages