Independent Project Analysis, Inc. 401(K) Plan — Form 5500 plan (Independent Project Analysis, 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, Independent Project Analysis, Inc. 401(K) Plan is a benefit plan reported by Independent Project Analysis, Inc. under EIN 54-1435030 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $45,644,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Independent Project Analysis, Inc.
EIN
54-1435030
Plan number
001
Plan type
2
Location
Ashburn, VA
Latest filing year
2023
Participants
183
End-of-year plan assets
$45,644,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20240628074401NAL0000138787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,644,777
Total liabilities (EOY)
$0
Net assets (EOY)
$45,644,777
Net assets (BOY)
$37,503,529

Income & contributions

Employer contributions
$924,771
Participant contributions
$1,227,893
Total contributions
$2,157,467
Total income / additions
$9,474,811

Expenses & distributions

Benefits paid
$1,222,451
Administrative expenses
$111,112
Total expenses
$1,333,563
Net increase / (decrease)
$8,141,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Global BaINVESTMENT ADVISORY$64,239not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$46,873$02023

Related Form 5500 pages