Io Integration, Inc. Retirement Trust — Form 5500 plan (Io Integration, 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, Io Integration, Inc. Retirement Trust is a benefit plan reported by Io Integration, Inc. under EIN 94-3412934 and plan number 001. The latest loaded filing year is 2023. The filing reports 44 participants and $3,636,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Io Integration, Inc.
EIN
94-3412934
Plan number
001
Plan type
2
Location
Bedford, TX
Latest filing year
2023
Participants
44
End-of-year plan assets
$3,636,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202344I20240731124705NAL0014316179001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,636,545
Total liabilities (EOY)
$0
Net assets (EOY)
$3,636,545
Net assets (BOY)
$3,259,056

Income & contributions

Employer contributions
$67,078
Participant contributions
$189,143
Total income / additions
$746,737

Expenses & distributions

Benefits paid
$366,662
Administrative expenses
$2,586
Total expenses
$369,248
Net increase / (decrease)
$377,489

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages