Intercultural Family Services, Inc. 401(K) Plan — Form 5500 plan (Intercultural Family 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, Intercultural Family Services, Inc. 401(K) Plan is a benefit plan reported by Intercultural Family Services, Inc. under EIN 23-2311676 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $1,081,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intercultural Family Services, Inc.
- EIN
- 23-2311676
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $1,081,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20260406084900NAL0009665714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,081,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,081,646
- Net assets (BOY)
- $958,129
Income & contributions
- Employer contributions
- $37,314
- Participant contributions
- $111,299
- Total contributions
- $181,161
- Total income / additions
- $297,055
Expenses & distributions
- Benefits paid
- $154,807
- Administrative expenses
- $1,129
- Total expenses
- $173,538
- Net increase / (decrease)
- $123,517
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $4,525 | $0 | 2023 |
| Mml Insurance Agency, LLC | ADVISOR | $0 | $2,487 | 2023 |
| Pb&H Benefits LLC | PPA/TPA | $789 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid-3(21) | ADVISOR | $102 | not reported in the loaded dataset | 2023 |
| Nationwide | ADVISORY | $0 | $9 | 2023 |
| Nationwide | ADVISORY | $0 | $5 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intercultural Family Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Nationwide — Schedule C compensation
- Mml Insurance Agency, LLC — Schedule C compensation
- Pb&H Benefits LLC — Schedule C compensation
- Iron-Co-Fid-3(21) — Schedule C compensation