2023 Form 5500 filing — Intercultural Family Services, Inc. 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 20260406084900NAL0009665714001) for Intercultural Family Services, Inc. 401(K) Plan, reported by Intercultural Family Services, Inc. under EIN 23-2311676 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260406084900NAL0009665714001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intercultural Family Services, Inc.
- EIN
- 23-2311676
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,081,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,081,646
- Employer contributions
- $37,314
- Participant contributions
- $111,299
- Total income / additions
- $297,055
- Benefits paid
- $154,807
- Administrative expenses
- $1,129
- Total expenses
- $173,538
- Net increase / (decrease)
- $123,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $4,525 | $0 |
| Mml Insurance Agency, LLC | ADVISOR | $0 | $2,487 |
| Pb&H Benefits LLC | PPA/TPA | $789 | not reported in the loaded dataset |
| Iron-Co-Fid-3(21) | ADVISOR | $102 | not reported in the loaded dataset |
| Nationwide | ADVISORY | $0 | $9 |
| Nationwide | ADVISORY | $0 | $5 |