2023 Form 5500 filing — Independence Mission Schools 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 20241015104629NAL0048900112001) for Independence Mission Schools 403(B) Plan, reported by Independence Mission Schools under EIN 45-4720688 and plan number 001. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104629NAL0048900112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Independence Mission Schools
- EIN
- 45-4720688
- Plan number
- 001
- Location
- King Of Prussia, PA
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,932,793
- Total liabilities (EOY)
- $38,978
- Net assets (EOY)
- $6,893,815
- Employer contributions
- $361,225
- Participant contributions
- $408,534
- Total income / additions
- $1,697,272
- Benefits paid
- $328,522
- Administrative expenses
- $34,622
- Total expenses
- $364,367
- Net increase / (decrease)
- $1,332,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northeast Financial Group | INVESTMENT MANAGER | $23,063 | not reported in the loaded dataset |
| Gerry Miletics | INVESTMENT MANAGER | $7,480 | not reported in the loaded dataset |