2023 Form 5500 filing — Institute For Supply Management 403(B) Tda 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 20250312110807NAL0019016369001) for Institute For Supply Management 403(B) Tda Plan, reported by Institute For Supply Management under EIN 13-5265940 and plan number 002. It reports 170 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)$11.9MReported net assets$11,920,782
Participants170
Provider compensation$15.1K2 Schedule C row(s)$15,140
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250312110807NAL0019016369001
- Plan sponsor
- Institute For Supply Management
- EIN
- 13-5265940
- Plan number
- 002
- Location
- Tempe, AZ
- 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)$11.9M total assets
Net assets$11.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,920,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,920,782
- Participant contributions
- $439,321
- Total income / additions
- $2,148,691
- Benefits paid
- $591,822
- Administrative expenses
- $15,140
- Total expenses
- $607,171
- Net increase / (decrease)
- $1,541,520
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis, Llp | NONE | $10,415 | not reported in the loaded dataset |
| Tiaa | NONE | $4,725 | $0 |