Infotrax 401(K) Plan — Form 5500 plan (Infotrax Systems)
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, Infotrax 401(K) Plan is a benefit plan reported by Infotrax Systems under EIN 87-0584415 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $11,566,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Infotrax Systems
- EIN
- 87-0584415
- Plan number
- 001
- Plan type
- 2
- Location
- Orem, UT
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $11,566,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20240919122519NAL0006140449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,566,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,566,338
- Net assets (BOY)
- $10,711,162
Income & contributions
- Employer contributions
- $424,009
- Participant contributions
- $205,334
- Total contributions
- $638,414
- Total income / additions
- $2,539,232
Expenses & distributions
- Benefits paid
- $1,711,901
- Administrative expenses
- $23,645
- Total expenses
- $1,753,455
- Net increase / (decrease)
- $785,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $23,345 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group Rocky Mtn | THIRD PARTY ADMINISTRATO | $300 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Infotrax Systems
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Orem, UT
- Kestra Advisory Services LLC — Schedule C compensation
- Alliance Benefit Group Rocky Mtn — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation