2023 Form 5500 filing — Interact Retirement 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 20250506111409NAL0006775875001) for Interact Retirement Plan, reported by Intercommunity Action, Inc. under EIN 23-1875249 and plan number 003. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250506111409NAL0006775875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intercommunity Action, Inc.
- EIN
- 23-1875249
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,695,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,695,392
- Employer contributions
- $229,856
- Participant contributions
- $357,931
- Total income / additions
- $1,446,613
- Benefits paid
- $359,964
- Administrative expenses
- $44,720
- Total expenses
- $404,684
- Net increase / (decrease)
- $1,041,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $22,552 | $0 |
| Merrill Lynch Retirement & Benefit | NONE | $10,820 | not reported in the loaded dataset |
| Concurrent Investment Advisors | NONE | $10,577 | not reported in the loaded dataset |