2023 Form 5500 filing — American Institutes For Research 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 20241015153247NAL0028945745002) for American Institutes For Research Retirement Plan, reported by Amer. Inst. For Research In The Behavioral Sciences under EIN 25-0965219 and plan number 001. It reports 3,812 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153247NAL0028945745002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amer. Inst. For Research In The Behavioral Sciences
- EIN
- 25-0965219
- Plan number
- 001
- Location
- Arlington, VA
- Participants
- 3,812
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $251,915,794
- Net assets (EOY)
- $251,915,794
- Total income / additions
- $34,488,899
- Benefits paid
- $12,567,362
- Administrative expenses
- $17,318
- Total expenses
- $12,584,680
- Net increase / (decrease)
- $21,904,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ivins, Phillips & Barker | SERVICE PROVIDER | $11,129 | not reported in the loaded dataset |