How big is Initech's plan?

Initech's plan reported $1.3M in assets for 2022.

Original filing (PDF)20230611175140NAL0033958369001

Initech

Name: Initech — Richard Wertheim III Individual 401(k), Form 5500 (2022)
Creator: Initech
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard Wertheim III Individual 401(k) Initech LL

Defined-contribution retirement plan · Initech's Richard Wertheim III Individual 401(k) Initech LL reported $1.3M in plan assets in 2022.

Signals · 1

High average account balance

Active participants

—

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Richard Wertheim signed Initech's 2022 Form 5500 as plan administrator.

Richard Wertheim — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Initech's EIN is 39-2069332.

EIN 39-2069332

Plan number 197

Plan year 2022

ACK ID 20230611175140NAL0033958369001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Initech from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Initech's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INITECH.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

INITECH

EIN

all filings

Address

5400 4TH ST S · ARLINGTON, VA · 222041124

Phone

—

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

197

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-11

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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