I Am Boundless, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (I Am Boundless, 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, I Am Boundless, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by I Am Boundless, Inc. under EIN 90-0817260 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,544 participants and $9,705,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I Am Boundless, Inc.
- EIN
- 90-0817260
- Plan number
- 001
- Plan type
- 2
- Location
- Worthington, OH
- Latest filing year
- 2023
- Participants
- 1,544
- End-of-year plan assets
- $9,705,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,544 | H, C | 20241014163050NAL0015298291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,705,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,705,380
- Net assets (BOY)
- $8,285,940
Income & contributions
- Employer contributions
- $809,306
- Participant contributions
- $1,156,196
- Total contributions
- $2,495,671
- Total income / additions
- $3,557,831
Expenses & distributions
- Benefits paid
- $2,028,590
- Administrative expenses
- $108,632
- Total expenses
- $2,138,391
- Net increase / (decrease)
- $1,419,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $68,938 | not reported in the loaded dataset | 2023 |
| Integrity Plans LLC | TPA | $32,609 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | not reported in the loaded dataset | $26,392 | 2023 |
| Morgan Stanley Insurance Svcs Inc | INVESTMENT ADVISOR | not reported in the loaded dataset | $9,787 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $7,085 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I Am Boundless, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Worthington, OH
- Nationwide — Schedule C compensation
- Integrity Plans LLC — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Morgan Stanley Insurance Svcs Inc — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation