The Institute For Human Resources And Services, Inc. Retirement Plan — Form 5500 plan (The Institute For Human Resources And Services, 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, The Institute For Human Resources And Services, Inc. Retirement Plan is a benefit plan reported by The Institute For Human Resources And Services, Inc. under EIN 23-1955577 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $1,745,261 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Institute For Human Resources And Services, Inc.
EIN
23-1955577
Plan number
001
Plan type
2
Location
Kingston, PA
Latest filing year
2023
Participants
171
End-of-year plan assets
$1,745,261

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20241015162358NAL0015074627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,745,261
Total liabilities (EOY)
$0
Net assets (EOY)
$1,745,261
Net assets (BOY)
$1,438,258

Income & contributions

Employer contributions
$211,887
Participant contributions
$49,653
Total contributions
$261,540
Total income / additions
$468,534

Expenses & distributions

Benefits paid
$142,042
Administrative expenses
$19,489
Total expenses
$161,531
Net increase / (decrease)
$307,003

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchINVESTMENT MANAGER$14,671$1582023

Related Form 5500 pages