2023 Form 5500 filing — Instituto Del Progreso Latino 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 20250414142915NAL0001831441001) for Instituto Del Progreso Latino 403(B) Plan, reported by Instituto Del Progreso Latino under EIN 36-2937375 and plan number 001. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414142915NAL0001831441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Instituto Del Progreso Latino
- EIN
- 36-2937375
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,134,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,134,403
- Employer contributions
- $1,466
- Participant contributions
- $239,672
- Total income / additions
- $509,043
- Benefits paid
- $217,098
- Administrative expenses
- $24,814
- Total expenses
- $241,912
- Net increase / (decrease)
- $267,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ktrade | NONE | $11,435 | $22 |
| Centric Wealth Management, LLC | INVESTMENT ADVISOR | $7,098 | not reported in the loaded dataset |
| Retirement Solutions Advisors | CONTRACT ADMIN | $3,950 | not reported in the loaded dataset |
| Toroso Investments | INVESTMENT ADVISOR | $2,308 | not reported in the loaded dataset |
| Mid-Atlantic Trust Company | NONE | $1,067 | $2 |