2023 Form 5500 filing — Institute On Aging 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 20240731192230NAL0013066851001) for Institute On Aging 403(B) Plan, reported by Institute On Aging under EIN 94-2978977 and plan number 002. It reports 746 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)$11.7MReported net assets$11,680,058

Participants746

Provider compensation$62.8K2 Schedule C row(s)$62,766

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240731192230NAL0013066851001
Plan sponsor: Institute On Aging
EIN: 94-2978977
Plan number: 002
Location: San Francisco, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$11.7M total assets

Net assets$11.7MLiabilities—

Money in vs. money out

Total income / additions$4M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$517.5K

Participant$1.7M

Full reported line items

Total assets (EOY): $11,680,058
Net assets (EOY): $11,680,058
Employer contributions: $517,489
Participant contributions: $1,716,577
Total income / additions: $3,963,111
Benefits paid: $1,053,111
Administrative expenses: $74,670
Total expenses: $1,127,781
Net increase / (decrease): $2,835,330

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Ins Co Of America$42.5K
RECORDKEEPER · Direct $42.5K · Indirect $0
2
Sageview Advisory Group, LLC$20.2K
INVESTMENT MGMT · Direct $20.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731192230NAL0013066851001 cover?: It is the 2023 Form 5500 filing for Institute On Aging 403(B) Plan, reported by Institute On Aging (EIN 94-2978977).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).