2023 Form 5500 filing — Interim, Incorporated 403(B) 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 20250218153045NAL0003097345001) for Interim, Incorporated 403(B) Plan, reported by Interim, Incorporated under EIN 51-0159122 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218153045NAL0003097345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Interim, Incorporated
- EIN
- 51-0159122
- Plan number
- 001
- Location
- Monterey, CA
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,774,489
- Net assets (EOY)
- $12,774,489
- Employer contributions
- $505,991
- Participant contributions
- $720,132
- Total income / additions
- $2,719,180
- Benefits paid
- $612,884
- Administrative expenses
- $49,143
- Total expenses
- $662,027
- Net increase / (decrease)
- $2,057,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $19,010 |
| Quintes Adm. And Insurance | THIRD PARTY ADMINISTRATOR | $0 | $8,881 |
| Voya Retirement Insu And Annuity Co | SERVICE PROVIDER | $471 | $0 |