Institute For Family Development Retirement Plan — Form 5500 plan (Institute For Family Development)
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, Institute For Family Development Retirement Plan is a benefit plan reported by Institute For Family Development under EIN 91-1158512 and plan number 002. The latest loaded filing year is 2023. The filing reports 202 participants and $8,089,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Institute For Family Development
- EIN
- 91-1158512
- Plan number
- 002
- Plan type
- 2
- Location
- Federal Way, WA
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $8,089,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241007081045NAL0007414019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,089,957
- Net assets (EOY)
- $8,089,957
- Net assets (BOY)
- $6,869,390
Income & contributions
- Employer contributions
- $313,835
- Participant contributions
- $412,804
- Total contributions
- $730,570
- Total income / additions
- $1,750,063
Expenses & distributions
- Benefits paid
- $467,735
- Administrative expenses
- $61,761
- Total expenses
- $529,496
- Net increase / (decrease)
- $1,220,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Esb Wealth Management | not reported in the loaded dataset | $26,479 | not reported in the loaded dataset | 2023 |
| Protpa | not reported in the loaded dataset | $25,150 | not reported in the loaded dataset | 2023 |
| Mg Trust Company | not reported in the loaded dataset | $3,310 | not reported in the loaded dataset | 2023 |