Ipi Wealth Management Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ipi Wealth Management Inc is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $51,114 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $51,114
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $51,114
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Intuitive Health, LLC | TX | 1 | $19,728 |
| The Reese Group, Inc. | TN | 1 | $13,871 |
| First Express, Inc. | TN | 1 | $12,812 |
| Avma Life Trust, LLC | IL | 1 | $4,703 |
| Quincy Physicians & Surgeons Clinic S.C. D/B/A Quincy Medical Group | IL | 1 | $0 |
State footprint
Plans reporting Ipi Wealth Management Inc are sponsored in IL (2), TN (2), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Intuitive Health, LLC | Intuitive Health 401 (K) Plan | 2023 | $19,728 | not reported in the loaded dataset |
| The Reese Group, Inc. | The Reese Group, Inc. 401(K) Plan | 2023 | $13,871 | not reported in the loaded dataset |
| First Express, Inc. | First Express 401(K) Plan | 2023 | $12,812 | not reported in the loaded dataset |
| Avma Life Trust, LLC | Avma Life Trust, LLC 401(K) Plan | 2023 | $4,703 | not reported in the loaded dataset |
| Quincy Physicians & Surgeons Clinic S.C. D/B/A Quincy Medical Group | Quincy Medical Group Retirement Trust | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Intuitive Health 401 (K) Plan (plan 001)
- Intuitive Health, LLC — all reported plans
- The Reese Group, Inc. 401(K) Plan (plan 001)
- The Reese Group, Inc. — all reported plans
- First Express 401(K) Plan (plan 001)
- First Express, Inc. — all reported plans
- Avma Life Trust, LLC 401(K) Plan (plan 333)
- Avma Life Trust, LLC — all reported plans
- Quincy Medical Group Retirement Trust (plan 001)
- Quincy Physicians & Surgeons Clinic S.C. D/B/A Quincy Medical Group — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources