Plan5500

Interact Retirement Plan — Form 5500 plan (Intercommunity Action, Inc.)

Plain-English plan 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, Interact Retirement Plan is a benefit plan reported by Intercommunity Action, Inc. under EIN 23-1875249 and plan number 003. The latest loaded filing year is 2023. The filing reports 267 participants and $7,695,392 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Intercommunity Action, Inc.
EIN
23-1875249
Plan number
003
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
267
End-of-year plan assets
$7,695,392

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20250506111409NAL0006775875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,695,392
Total liabilities (EOY)
$0
Net assets (EOY)
$7,695,392
Net assets (BOY)
$6,653,463

Income & contributions

Employer contributions
$229,856
Participant contributions
$357,931
Total contributions
$591,329
Total income / additions
$1,446,613

Expenses & distributions

Benefits paid
$359,964
Administrative expenses
$44,720
Total expenses
$404,684
Net increase / (decrease)
$1,041,929

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.NONE$22,552$02023
Merrill Lynch Retirement & BenefitNONE$10,820not reported in the loaded dataset2023
Concurrent Investment AdvisorsNONE$10,577not reported in the loaded dataset2023

Related Form 5500 pages