Infinity Systems Engineering, LLC 401(K) Plan — Form 5500 plan (Infinity Systems Engineering,)
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, Infinity Systems Engineering, LLC 401(K) Plan is a benefit plan reported by Infinity Systems Engineering, under EIN 84-1346695 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $59,033,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Infinity Systems Engineering,
- EIN
- 84-1346695
- Plan number
- 001
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $59,033,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20241010095832NAL0020790305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,033,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,033,977
- Net assets (BOY)
- $48,177,576
Income & contributions
- Employer contributions
- $2,688,854
- Participant contributions
- $2,364,624
- Total contributions
- $5,735,636
- Total income / additions
- $14,644,317
Expenses & distributions
- Benefits paid
- $3,626,583
- Administrative expenses
- $143,581
- Total expenses
- $3,787,916
- Net increase / (decrease)
- $10,856,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| James A. Reichert | INVESTMENT/FINANCIAL ADVI | $74,794 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $53,787 | $0 | 2023 |
| Haynie & Company, P.C. | ACCOUNTANT | $15,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Infinity Systems Engineering,
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Colorado Springs, CO
- James A. Reichert — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Haynie & Company, P.C. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation