Plan5500

Institute For Human & Social Development, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Institute For Human & Social Development, Inc. (EIN 94-2920286) is a plan sponsor located in San Mateo, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2920286
Location
San Mateo, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Institute For Human & Social Development, Inc.

  • 2 loaded plans hold $17.3M in reported assets.
  • The largest, Institute For Human And Social Development Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 609 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.3MSummed across loaded plans$17,252,649
Total reported assets$17.3M$17,252,649
Total reported participants609
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$17.3M total assets
Net assets$17.3MLiabilities—
Contributions & income
Employer contributions$897.6K
Participant contributions$197.9K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$695.7K
Total expenses$695.8K
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Institute For Human And Social Development Retirement Plan
Participants per plan305Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Institute For Human And Social Development Retirement Plan$17.3M
    Plan #001 · 484 participants · 2023
  2. 2
    Institute For Human & Social Development, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 125 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Institute For Human & Social Development, Inc.. Open one for its full reported snapshot.

  1. 2023
    Institute For Human & Social Development, Inc. Welfare Benefits Plan125 participants · 2No schedules
    View filing →
  2. 2023
    Institute For Human And Social Development Retirement Plan484 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Institute For Human & Social Development, Inc. report on Form 5500?
Institute For Human & Social Development, Inc. (EIN 94-2920286) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Institute For Human & Social Development, Inc.?
The Employer Identification Number (EIN) reported for Institute For Human & Social Development, Inc. is 94-2920286.
What is the latest Form 5500 filing year for Institute For Human & Social Development, Inc.?
The latest loaded Form 5500 filing year for Institute For Human & Social Development, Inc. is 2023.

Related Form 5500 pages