2023 Form 5500 filing — Interaudi Bank 401(K) Savings/ Retirement 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 20241002080728NAL0004659891001) for Interaudi Bank 401(K) Savings/ Retirement Plan, reported by Interaudi Bank under EIN 13-3148430 and plan number 001. It reports 151 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)$24.4MReported net assets$24,368,291

Participants151

Provider compensation$25.5K4 Schedule C row(s)$25,495

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002080728NAL0004659891001
Plan sponsor: Interaudi Bank
EIN: 13-3148430
Plan number: 001
Location: New York, NY
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)$24.4M total assets

Net assets$24.4MLiabilities$0

Money in vs. money out

Total income / additions$5.1M

Total expenses$507.8K

Benefits paid / distributions$505.8K

Contributions

Employer$406.3K

Participant$1.1M

Full reported line items

Total assets (EOY): $24,368,291
Total liabilities (EOY): $0
Net assets (EOY): $24,368,291
Employer contributions: $406,250
Participant contributions: $1,144,054
Total income / additions: $5,148,799
Benefits paid: $505,782
Administrative expenses: $2,021
Total expenses: $507,803
Net increase / (decrease): $4,640,996

Schedule C

Reported service provider compensation

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

1
Crowe Llp$14.7K
ACCOUNTANT · Direct $0 · Indirect $14.7K
2
Mma Securities LLC$8.8K
CONSULTANT · Direct $0 · Indirect $8.8K
3
Principal Life Insurance Company$2K
CONTRACT ADMINISTRATOR · Direct $2K · Indirect $0
4
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002080728NAL0004659891001 cover?: It is the 2023 Form 5500 filing for Interaudi Bank 401(K) Savings/ Retirement Plan, reported by Interaudi Bank (EIN 13-3148430).
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).