2023 Form 5500 filing — The Institute For Human Resources And Services, Inc. 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 20241015162358NAL0015074627001) for The Institute For Human Resources And Services, Inc. Retirement Plan, reported by The Institute For Human Resources And Services, Inc. under EIN 23-1955577 and plan number 001. It reports 171 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)$1.7MReported net assets$1,745,261
Participants171
Provider compensation$14.8K1 Schedule C row(s)$14,829
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015162358NAL0015074627001
Plan sponsor
The Institute For Human Resources And Services, Inc.
EIN
23-1955577
Plan number
001
Location
Kingston, PA
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)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$468.5K
Total expenses$161.5K
Benefits paid / distributions$142K
Contributions
Employer$211.9K
Participant$49.7K
Full reported line items
Total assets (EOY)
$1,745,261
Total liabilities (EOY)
$0
Net assets (EOY)
$1,745,261
Employer contributions
$211,887
Participant contributions
$49,653
Total income / additions
$468,534
Benefits paid
$142,042
Administrative expenses
$19,489
Total expenses
$161,531
Net increase / (decrease)
$307,003
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT MANAGER · Direct $14.7K · Indirect $158

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015162358NAL0015074627001 cover?
It is the 2023 Form 5500 filing for The Institute For Human Resources And Services, Inc. Retirement Plan, reported by The Institute For Human Resources And Services, Inc. (EIN 23-1955577).
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).

Related Form 5500 pages