2023 Form 5500 filing — Institute For Human And Social Development 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 20241204142914NAL0005827856001) for Institute For Human And Social Development Retirement Plan, reported by Institute For Human And Social Development under EIN 94-2920286 and plan number 001. It reports 484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.3MReported net assets$17,252,649
Participants484
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241204142914NAL0005827856001
Plan sponsor
Institute For Human And Social Development
EIN
94-2920286
Plan number
001
Location
San Bruno, CA
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)$17.3M total assets
Net assets$17.3MLiabilities
Money in vs. money out
Total income / additions$3.6M
Total expenses$695.8K
Benefits paid / distributions$695.7K
Contributions
Employer$897.6K
Participant$197.9K
Full reported line items
Total assets (EOY)
$17,252,649
Net assets (EOY)
$17,252,649
Employer contributions
$897,585
Participant contributions
$197,946
Total income / additions
$3,562,922
Benefits paid
$695,685
Administrative expenses
$150
Total expenses
$695,835
Net increase / (decrease)
$2,867,087

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241204142914NAL0005827856001 cover?
It is the 2023 Form 5500 filing for Institute For Human And Social Development Retirement Plan, reported by Institute For Human And Social Development (EIN 94-2920286).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages