2023 Form 5500 filing — Individual Advocacy Group 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 20250410162249NAL0035940880001) for Individual Advocacy Group 401(K) Plan, reported by Individual Advocacy Group under EIN 36-4057568 and plan number 001. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410162249NAL0035940880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Individual Advocacy Group
- EIN
- 36-4057568
- Plan number
- 001
- Location
- Romeoville, IL
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,516,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,516,099
- Participant contributions
- $1,113,039
- Total income / additions
- $1,508,978
- Benefits paid
- $357,328
- Administrative expenses
- $16,101
- Total expenses
- $388,480
- Net increase / (decrease)
- $1,120,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $16,100 | $0 |