2023 Form 5500 filing — Institute For Equity & Inclusion Sciences 401(K) 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 20241014145646NAL0013488883001) for Institute For Equity & Inclusion Sciences 401(K) Plan, reported by Institute For Equity & Inclusion Sciences under EIN 82-2617320 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$165.4KReported net assets$165,396
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014145646NAL0013488883001
Plan sponsor
Institute For Equity & Inclusion Sciences
EIN
82-2617320
Plan number
001
Location
Clackamas, OR
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$165.4K total assets
Net assets$165.4KLiabilities
Money in vs. money out
Total income / additions$153
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$22.2K
Participant$26.9K
Full reported line items
Total assets (EOY)
$165,396
Net assets (EOY)
$165,396
Employer contributions
$22,211
Participant contributions
$26,898
Total income / additions
$153
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$153

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014145646NAL0013488883001 cover?
It is the 2023 Form 5500 filing for Institute For Equity & Inclusion Sciences 401(K) Plan, reported by Institute For Equity & Inclusion Sciences (EIN 82-2617320).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages