Ipt 401(K) Retirement Plan — Form 5500 plan (Integrated Procurement Technologies , 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, Ipt 401(K) Retirement Plan is a benefit plan reported by Integrated Procurement Technologies , Inc. under EIN 77-0424537 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $13,160,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrated Procurement Technologies , Inc.
- EIN
- 77-0424537
- Plan number
- 001
- Plan type
- 2
- Location
- Goleta, CA
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $13,160,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241011120351NAL0010896339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,160,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,160,608
- Net assets (BOY)
- $12,361,735
Income & contributions
- Employer contributions
- $382,120
- Participant contributions
- $776,540
- Total contributions
- $1,219,151
- Total income / additions
- $3,097,498
Expenses & distributions
- Benefits paid
- $2,255,412
- Administrative expenses
- $43,213
- Total expenses
- $2,298,625
- Net increase / (decrease)
- $798,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins | INVESTMENT ADVISOR | $34,626 | not reported in the loaded dataset | 2023 |
| The Ryding Company | CONTRACT ADMIN | $8,200 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $787 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integrated Procurement Technologies , Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Goleta, CA
- Massachusetts Mutual Life Ins — Schedule C compensation
- The Ryding Company — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation