Foundation For The National Institutes Of Health 403(B) Dc Plan — Form 5500 plan (Foundation For The National Institutes Of Health 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, Foundation For The National Institutes Of Health 403(B) Dc Plan is a benefit plan reported by Foundation For The National Institutes Of Health Inc. under EIN 52-1986675 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $22,582,960 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foundation For The National Institutes Of Health Inc.
- EIN
- 52-1986675
- Plan number
- 001
- Plan type
- 2
- Location
- North Bethesda, MD
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $22,582,960
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20240801122300NAL0023686033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,582,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,582,960
- Net assets (BOY)
- $19,091,789
Income & contributions
- Employer contributions
- $1,007,346
- Participant contributions
- $1,149,238
- Total contributions
- $2,595,298
- Total income / additions
- $5,646,693
Expenses & distributions
- Benefits paid
- $2,123,039
- Administrative expenses
- $32,483
- Total expenses
- $2,155,522
- Net increase / (decrease)
- $3,491,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $20,130 | $0 | 2023 |
| Flexpath Strategies, LLC | ADVISOR | $9,351 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | ADVISOR | $3,377 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foundation For The National Institutes Of Health Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in North Bethesda, MD
- Tiaa — Schedule C compensation
- Flexpath Strategies, LLC — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation