Ingram & Co., Inc. 401k Plan — Form 5500 plan (Ingram & Co., 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, Ingram & Co., Inc. 401k Plan is a benefit plan reported by Ingram & Co., Inc. under EIN 86-0597763 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $13,380,878 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ingram & Co., Inc.
EIN
86-0597763
Plan number
001
Plan type
3
Location
Tempe, AZ
Latest filing year
2023
Participants
334
End-of-year plan assets
$13,380,878

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023334H, C20241015145032NAL0028821633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,380,878
Total liabilities (EOY)
$0
Net assets (EOY)
$13,380,878
Net assets (BOY)
$13,326,592

Income & contributions

Employer contributions
$506,688
Participant contributions
$1,108,648
Total contributions
$1,685,706
Total income / additions
$3,812,751

Expenses & distributions

Benefits paid
$429,478
Administrative expenses
$96,361
Total expenses
$525,839
Net increase / (decrease)
$3,286,912

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United PlannersNONE$58,111not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$28,350$02023
Evers Robinson LtdNONE$9,900not reported in the loaded dataset2023

Related Form 5500 pages