The Family Institute 403(B) Retirement Plan — Form 5500 plan (The Family Institute)
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 Family Institute 403(B) Retirement Plan is a benefit plan reported by The Family Institute under EIN 36-2682639 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $23,177,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Family Institute
- EIN
- 36-2682639
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $23,177,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20241204030443NAL0007147042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,177,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,177,127
- Net assets (BOY)
- $19,233,212
Income & contributions
- Employer contributions
- $513,389
- Participant contributions
- $1,055,255
- Total contributions
- $1,582,382
- Total income / additions
- $4,938,704
Expenses & distributions
- Benefits paid
- $906,383
- Administrative expenses
- $88,406
- Total expenses
- $994,789
- Net increase / (decrease)
- $3,943,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Concurrent Invest Advisors, LLC | FINANCIAL ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Raymond James Finan. Services | FINANCIAL ADVISOR | $23,010 | not reported in the loaded dataset | 2023 |
| Teachers Ins & Annuit Assoc | RECORDKEEPER | $21,346 | $0 | 2023 |
| James M. Moyna, Cpa Pc | INDEPENDENT AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Family Institute
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Concurrent Invest Advisors, LLC — Schedule C compensation
- Raymond James Finan. Services — Schedule C compensation
- Teachers Ins & Annuit Assoc — Schedule C compensation
- James M. Moyna, Cpa Pc — Schedule C compensation