2023 Form 5500 filing — Independent Living Systems 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 20250224115706NAL0007423027001) for Independent Living Systems 401(K) Plan, reported by Independent Living Systems under EIN 45-0481642 and plan number 002. It reports 1,301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224115706NAL0007423027001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Independent Living Systems
- EIN
- 45-0481642
- Plan number
- 002
- Location
- Miami, FL
- Participants
- 1,301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,442,786
- Total liabilities (EOY)
- $5,885
- Net assets (EOY)
- $25,436,901
- Employer contributions
- $532,633
- Participant contributions
- $3,563,070
- Total income / additions
- $7,643,412
- Benefits paid
- $2,301,769
- Administrative expenses
- $114,724
- Total expenses
- $2,425,872
- Net increase / (decrease)
- $5,217,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $64,724 | $0 |
| Oppenheimer & Co Inc | ADVISOR | $50,000 | not reported in the loaded dataset |