2023 Form 5500 filing — Foundation For The National Institutes Of Health 403(B) Dc 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 20240801122300NAL0023686033001) for Foundation For The National Institutes Of Health 403(B) Dc Plan, reported by Foundation For The National Institutes Of Health Inc. under EIN 52-1986675 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801122300NAL0023686033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foundation For The National Institutes Of Health Inc.
- EIN
- 52-1986675
- Plan number
- 001
- Location
- North Bethesda, MD
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,582,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,582,960
- Employer contributions
- $1,007,346
- Participant contributions
- $1,149,238
- Total income / additions
- $5,646,693
- Benefits paid
- $2,123,039
- Administrative expenses
- $32,483
- Total expenses
- $2,155,522
- Net increase / (decrease)
- $3,491,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $20,130 | $0 |
| Flexpath Strategies, LLC | ADVISOR | $9,351 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | ADVISOR | $3,377 | not reported in the loaded dataset |