Integra Connect, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Integra Connect Newco, 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, Integra Connect, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Integra Connect Newco, LLC under EIN 86-1179475 and plan number 001. The latest loaded filing year is 2023. The filing reports 755 participants and $31,951,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integra Connect Newco, LLC
- EIN
- 86-1179475
- Plan number
- 001
- Plan type
- 2
- Location
- West Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 755
- End-of-year plan assets
- $31,951,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 755 | H, C | 20241004132214NAL0012255601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,951,852
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,951,852
- Net assets (BOY)
- $24,285,902
Income & contributions
- Employer contributions
- $2,104,317
- Participant contributions
- $3,972,783
- Total contributions
- $6,890,180
- Total income / additions
- $10,315,559
Expenses & distributions
- Benefits paid
- $2,588,365
- Administrative expenses
- $61,244
- Total expenses
- $2,649,609
- Net increase / (decrease)
- $7,665,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $29,558 | $0 | 2023 |
| Pollard & Associates | TPA | $15,168 | not reported in the loaded dataset | 2023 |
| Greenspring Advisors LLC | INVESTMENT ADVISOR | $15,168 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANGEMENT | $805 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company,LLC | CONSULTING | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integra Connect Newco, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in West Palm Beach, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Pollard & Associates — Schedule C compensation
- Greenspring Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company,LLC — Schedule C compensation