Inhabit Iq 401(K) Plan — Form 5500 plan (Property Brands)
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, Inhabit Iq 401(K) Plan is a benefit plan reported by Property Brands under EIN 84-3328313 and plan number 001. The latest loaded filing year is 2023. The filing reports 960 participants and $12,077,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Property Brands
- EIN
- 84-3328313
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 960
- End-of-year plan assets
- $12,077,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 960 | H, C | 20251125100923NAL0006531666001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,077,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,077,407
- Net assets (BOY)
- $5,147,660
Income & contributions
- Employer contributions
- $1,721,142
- Participant contributions
- $4,072,958
- Total contributions
- $6,501,112
- Total income / additions
- $7,854,707
Expenses & distributions
- Benefits paid
- $836,324
- Administrative expenses
- $88,636
- Total expenses
- $924,960
- Net increase / (decrease)
- $6,929,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $49,535 | $0 | 2023 |
| Rather & Kittrell Inc | INVESTMENT ADVISOR | $30,881 | not reported in the loaded dataset | 2023 |
| Tennessee Pension Administrators, L | CONTRACT ADMINISTRATOR | $5,444 | $3,413 | 2023 |