I3 Technology Group, LLC 401k Plan — Form 5500 plan (I3 Technology Group, LLC)

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, I3 Technology Group, LLC 401k Plan is a benefit plan reported by I3 Technology Group, LLC under EIN 84-5163706 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $13,121,482 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
I3 Technology Group, LLC
EIN
84-5163706
Plan number
001
Plan type
2
Location
Binghamton, NY
Latest filing year
2023
Participants
249
End-of-year plan assets
$13,121,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20251028092731NAL0006790465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,121,482
Net assets (EOY)
$13,121,482
Net assets (BOY)
$12,556,365

Income & contributions

Employer contributions
$336,334
Participant contributions
$740,528
Total contributions
$1,126,569
Total income / additions
$3,042,604

Expenses & distributions

Benefits paid
$2,456,025
Administrative expenses
$20,989
Total expenses
$2,477,487
Net increase / (decrease)
$565,117

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nbt Bank N.A.NONE$20,989not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$0$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages