Original filing (PDF)20241003094357NAL0010351633001

IPX Exchange Services, Inc. DBA 1031 Exchange Intermediaries

Name: IPX Exchange Services, Inc. DBA 1031 Exchange Intermediaries — Form 5500 Plan 001 (2023)
Creator: IPX Exchange Services, Inc. DBA 1031 Exchange Intermediaries
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IPX Exchange Services, Inc. Safe Harbor 401(k) Plan

401(k) retirement plan · IPX Exchange Services, Inc. DBA 1031 Exchange Intermediaries' IPX Exchange Services, Inc. Safe Harbor 401(k) Plan held $146K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

Plan identifiers

IPX Exchange Services, Inc. DBA 1031 Exchange Intermediaries' EIN is 43-1807850.

EIN 43-1807850

Plan number 001

Plan year 2023

ACK ID 20241003094357NAL0010351633001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for IPX Exchange Services, Inc. DBA 1031 Exchange Intermediaries from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

IPX Exchange Services, Inc. DBA 1031 Exchange Intermediaries' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IPX EXCHANGE SERVICES, INC. DBA 1031 EXCHANGE INTERMEDIARIES.

Finding similar companies…

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