2023 Form 5500 filing — Institute For Family Development 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 20241007081045NAL0007414019001) for Institute For Family Development Retirement Plan, reported by Institute For Family Development under EIN 91-1158512 and plan number 002. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007081045NAL0007414019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institute For Family Development
- EIN
- 91-1158512
- Plan number
- 002
- Location
- Federal Way, WA
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,089,957
- Net assets (EOY)
- $8,089,957
- Employer contributions
- $313,835
- Participant contributions
- $412,804
- Total income / additions
- $1,750,063
- Benefits paid
- $467,735
- Administrative expenses
- $61,761
- Total expenses
- $529,496
- Net increase / (decrease)
- $1,220,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Esb Wealth Management | not reported in the loaded dataset | $26,479 | not reported in the loaded dataset |
| Protpa | not reported in the loaded dataset | $25,150 | not reported in the loaded dataset |
| Mg Trust Company | not reported in the loaded dataset | $3,310 | not reported in the loaded dataset |