Individual Advocacy Group 401(K) Plan — Form 5500 plan (Individual Advocacy Group)
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, Individual Advocacy Group 401(K) Plan is a benefit plan reported by Individual Advocacy Group under EIN 36-4057568 and plan number 001. The latest loaded filing year is 2023. The filing reports 538 participants and $3,516,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Individual Advocacy Group
- EIN
- 36-4057568
- Plan number
- 001
- Plan type
- 2
- Location
- Romeoville, IL
- Latest filing year
- 2023
- Participants
- 538
- End-of-year plan assets
- $3,516,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 538 | H, C | 20250410162249NAL0035940880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,516,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,516,099
- Net assets (BOY)
- $2,395,601
Income & contributions
- Participant contributions
- $1,113,039
- Total contributions
- $1,116,126
- Total income / additions
- $1,508,978
Expenses & distributions
- Benefits paid
- $357,328
- Administrative expenses
- $16,101
- Total expenses
- $388,480
- Net increase / (decrease)
- $1,120,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $16,100 | $0 | 2023 |