2023 Form 5500 filing — Independent Project Analysis, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628074401NAL0000138787001) for Independent Project Analysis, Inc. 401(K) Plan, reported by Independent Project Analysis, Inc. under EIN 54-1435030 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628074401NAL0000138787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Independent Project Analysis, Inc.
- EIN
- 54-1435030
- Plan number
- 001
- Location
- Ashburn, VA
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,644,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,644,777
- Employer contributions
- $924,771
- Participant contributions
- $1,227,893
- Total income / additions
- $9,474,811
- Benefits paid
- $1,222,451
- Administrative expenses
- $111,112
- Total expenses
- $1,333,563
- Net increase / (decrease)
- $8,141,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $64,239 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,873 | $0 |