Plan5500

Inperium & Family Of Services 401(K) Plan — Form 5500 plan (Inperium, 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, Inperium & Family Of Services 401(K) Plan is a benefit plan reported by Inperium, Inc. under EIN 81-1159891 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,231 participants and $28,120,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inperium, Inc.
EIN
81-1159891
Plan number
001
Plan type
2
Location
Reading, PA
Latest filing year
2023
Participants
3,231
End-of-year plan assets
$28,120,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,231H, C20250121132653NAL0005310048001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,120,615
Net assets (EOY)
$28,120,615
Net assets (BOY)
$22,303,267

Income & contributions

Participant contributions
$4,467,615
Total contributions
$4,591,887
Total income / additions
$8,530,676

Expenses & distributions

Benefits paid
$3,916,880
Administrative expenses
$228,023
Total expenses
$4,147,105
Net increase / (decrease)
$4,383,571

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$180,694$02023
M Holdings, Securities, IncINVESTMENT ADVISORY$47,329not reported in the loaded dataset2023

Related Form 5500 pages