How many benefit plans does Individual Advocacy Group report on Form 5500?

Individual Advocacy Group (EIN 36-4057568) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Individual Advocacy Group?

The Employer Identification Number (EIN) reported for Individual Advocacy Group is 36-4057568.

What is the latest Form 5500 filing year for Individual Advocacy Group?

The latest loaded Form 5500 filing year for Individual Advocacy Group is 2023.

Individual Advocacy Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 36-4057568) is a plan sponsor located in Romeoville, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 36-4057568
Location: Romeoville, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $3,516,099
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $3,516,099

Contributions & income

Participant contributions: $1,113,039
Total income / additions: $1,508,978

Expenses & distributions

Benefits paid / distributions: $357,328
Total expenses: $388,480
Net increase / (decrease): $1,120,498

Coverage

Total reported participants: 964
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Individual Advocacy Group plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Individual Advocacy Group 401(K) Plan	001	538	$3,516,099	2023
Individual Advocacy Group Health And Welfare Plan	501	426	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Individual Advocacy Group
Year	Plan	Participants	Schedules	Filing
2023	Individual Advocacy Group Health And Welfare Plan	426	—	20241111155302NAL0016658385001
2023	Individual Advocacy Group 401(K) Plan	538	H, C	20250410162249NAL0035940880001