Original filing (PDF)20250812175413NAL0011772160001

INNOVATIVE BROKERS CORP.

Name: INNOVATIVE BROKERS CORP. — INNOVATIVE BROKERS CORP. PROFIT SHARING 401K RETIR, Form 5500 (2023)
Creator: INNOVATIVE BROKERS CORP.

Form 5500-SF

FILING_RECEIVED

INNOVATIVE BROKERS CORP. PROFIT SHARING 401K RETIR

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE BROKERS CORP..

Plan sponsor

Name

INNOVATIVE BROKERS CORP.

EIN

11-2573424

Address

1276 50TH STREET · BROOKLYN, NY · 11219

Phone

(718) 853-9800

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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