2023 Form 5500 filing — Independent Living Services Inc. 403b 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 20250226141636NAL0001087953001) for Independent Living Services Inc. 403b Plan, reported by Independent Living Services Inc. under EIN 23-7167314 and plan number 001. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,759,419
Participants396
Provider compensation$17.1K3 Schedule C row(s)$17,050
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250226141636NAL0001087953001
Plan sponsor
Independent Living Services Inc.
EIN
23-7167314
Plan number
001
Location
Conway, AR
Received date
not reported in the loaded dataset
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$803K
Total expenses$512K
Benefits paid / distributions$499.9K
Contributions
Employer$283.1K
Participant$182K
Full reported line items
Total assets (EOY)
$2,759,419
Total liabilities (EOY)
$0
Net assets (EOY)
$2,759,419
Employer contributions
$283,097
Participant contributions
$181,971
Total income / additions
$803,018
Benefits paid
$499,890
Administrative expenses
$12,064
Total expenses
$511,954
Net increase / (decrease)
$291,064

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American United Life Insurance CoNONE$3,000$5,566
Edward D Jones And CoNONE$8,037not reported in the loaded dataset
Massmutual Life Insurance CoRECORD KEEPER$447$0

Related Form 5500 pages