2023 Form 5500 filing — Industries For The Blind And Visually Impaired, Inc. Retirement Savings 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 20241004153015NAL0006807027001) for Industries For The Blind And Visually Impaired, Inc. Retirement Savings Plan, reported by Industries For The Blind And Visually Impaired, Inc. under EIN 39-0840476 and plan number 004. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004153015NAL0006807027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Industries For The Blind And Visually Impaired, Inc.
- EIN
- 39-0840476
- Plan number
- 004
- Location
- West Allis, WI
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,254,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,254,370
- Employer contributions
- $303,318
- Participant contributions
- $651,952
- Total income / additions
- $1,866,904
- Benefits paid
- $777,643
- Administrative expenses
- $39,986
- Total expenses
- $817,629
- Net increase / (decrease)
- $1,049,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $40,963 | $0 |
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $13,739 |