2023 Form 5500 filing — Iaba Salary Savings 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 20241015200454NAL0029561329002) for Iaba Salary Savings Plan, reported by Institute For Applied Behavior Analysis Corp. under EIN 95-3693249 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200454NAL0029561329002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institute For Applied Behavior Analysis Corp.
- EIN
- 95-3693249
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,235,233
- Net assets (EOY)
- $5,235,233
- Participant contributions
- $228,336
- Total income / additions
- $1,206,537
- Benefits paid
- $574,860
- Administrative expenses
- $21,869
- Total expenses
- $638,115
- Net increase / (decrease)
- $568,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $8,109 | $0 |
| Exeter Financial LLC | INVESTMENT ADVISORY- PLAN | $7,982 | not reported in the loaded dataset |
| Accelerate Retirement | INVESTMENT ADVISORY-PLAN | $5,779 | not reported in the loaded dataset |