2023 Form 5500 filing — Institute Of Internal Auditors 401(K) 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 20241016111840NAL0015747619001) for Institute Of Internal Auditors 401(K) Plan, reported by Institute Of Internal Auditors under EIN 13-5532538 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016111840NAL0015747619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institute Of Internal Auditors
- EIN
- 13-5532538
- Plan number
- 001
- Location
- Lake Mary, FL
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,655,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,655,634
- Employer contributions
- $2,421,934
- Participant contributions
- $1,957,073
- Total income / additions
- $9,819,931
- Benefits paid
- $3,564,814
- Administrative expenses
- $194,548
- Total expenses
- $3,756,607
- Net increase / (decrease)
- $6,063,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement | INVESTMENT ADVISORY | $141,552 | not reported in the loaded dataset |
| Nfp | CONSULTANT | $0 | $53,422 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,463 | $0 |
| Nfp | INVESTMENT ADVISORY | $3,943 | not reported in the loaded dataset |
| Nfp | INVESTMENT ADVISORY | $3,590 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |