2023 Form 5500 filing — International Institute Of New England 403(B) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717163524NAL0007869408001) for International Institute Of New England 403(B) Plan, reported by International Institute Of New England, Inc. under EIN 04-2104325 and plan number 002. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,126,589
Participants219
Provider compensation$2.6K2 Schedule C row(s)$2,593
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240717163524NAL0007869408001
Plan sponsor
International Institute Of New England, Inc.
EIN
04-2104325
Plan number
002
Location
Boston, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$103.3K
Benefits paid / distributions$100.7K
Contributions
Employer$163.6K
Participant$393.9K
Full reported line items
Total assets (EOY)
$5,126,589
Total liabilities (EOY)
$0
Net assets (EOY)
$5,126,589
Employer contributions
$163,566
Participant contributions
$393,898
Total income / additions
$1,406,225
Benefits paid
$100,745
Administrative expenses
$2,593
Total expenses
$103,338
Net increase / (decrease)
$1,302,887

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capital Research Management CompanyRECORDKEEPER$2,593$0
Northwestern Mutual Investment ServNONE$0$0

Related Form 5500 pages