Improving 401(K) Plan — Form 5500 plan (Improving Corporate Services, 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, Improving 401(K) Plan is a benefit plan reported by Improving Corporate Services, LLC under EIN 85-3771438 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,027 participants and $84,824,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Improving Corporate Services, LLC
- EIN
- 85-3771438
- Plan number
- 001
- Plan type
- 2
- Location
- Plano, TX
- Latest filing year
- 2023
- Participants
- 1,027
- End-of-year plan assets
- $84,824,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,027 | H, C | 20241011172416NAL0011223331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,824,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,824,678
- Net assets (BOY)
- $71,285,207
Income & contributions
- Employer contributions
- $3,003,951
- Participant contributions
- $7,371,093
- Total contributions
- $11,232,842
- Total income / additions
- $24,393,058
Expenses & distributions
- Benefits paid
- $10,714,903
- Administrative expenses
- $108,570
- Total expenses
- $10,853,587
- Net increase / (decrease)
- $13,539,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $63,463 | $0 | 2023 |
| Definiti LLC | OTHER | $25,056 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,594 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $125 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $10 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Improving Corporate Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Plano, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation