Plan5500

Iaba Salary Savings Plan — Form 5500 plan (Institute For Applied Behavior Analysis Corp.)

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, Iaba Salary Savings Plan is a benefit plan reported by Institute For Applied Behavior Analysis Corp. under EIN 95-3693249 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $5,235,233 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Institute For Applied Behavior Analysis Corp.
EIN
95-3693249
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
456
End-of-year plan assets
$5,235,233

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023456H, C20241015200454NAL0029561329002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,235,233
Net assets (EOY)
$5,235,233
Net assets (BOY)
$4,666,811

Income & contributions

Participant contributions
$228,336
Total contributions
$228,336
Total income / additions
$1,206,537

Expenses & distributions

Benefits paid
$574,860
Administrative expenses
$21,869
Total expenses
$638,115
Net increase / (decrease)
$568,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$8,109$02023
Exeter Financial LLCINVESTMENT ADVISORY- PLAN$7,982not reported in the loaded dataset2023
Accelerate RetirementINVESTMENT ADVISORY-PLAN$5,779not reported in the loaded dataset2023

Related Form 5500 pages