2023 Form 5500 filing — Independent Group Home Living Program, Inc. 401(A)
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 20241015163810NAL0015093411001) for Independent Group Home Living Program, Inc. 401(A), reported by Independent Group Home Living Program, Inc. under EIN 11-2458584 and plan number 001. It reports 1,039 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163810NAL0015093411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Independent Group Home Living Program, Inc.
- EIN
- 11-2458584
- Plan number
- 001
- Location
- East Moriches, NY
- Participants
- 1,039
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,039,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,039,734
- Employer contributions
- $402,247
- Total income / additions
- $2,722,294
- Benefits paid
- $1,317,225
- Administrative expenses
- $110,285
- Total expenses
- $1,427,510
- Net increase / (decrease)
- $1,294,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $110,284 | $0 |
| Focused Wealth Management, Inc. | INVESTMENT ADVISORY | $0 | $27,788 |