2023 Form 5500 filing — International Foundation Employee Thrift 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 20241015174146NAL0029282305001) for International Foundation Employee Thrift Plan, reported by International Foundation Employee Benefit Plans Inc. under EIN 39-1034021 and plan number 002. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$22.2MReported net assets$22,209,702
Participants142
Provider compensation$32.3K2 Schedule C row(s)$32,289
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015174146NAL0029282305001
- Plan sponsor
- International Foundation Employee Benefit Plans Inc.
- EIN
- 39-1034021
- Plan number
- 002
- Location
- Brookfield, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$22.2M total assets
Net assets$22.2MLiabilities$4.8K
Full reported line items
- Total assets (EOY)
- $22,214,452
- Total liabilities (EOY)
- $4,750
- Net assets (EOY)
- $22,209,702
- Employer contributions
- $873,257
- Participant contributions
- $895,490
- Total income / additions
- $4,899,612
- Benefits paid
- $1,519,853
- Administrative expenses
- $40,539
- Total expenses
- $1,588,999
- Net increase / (decrease)
- $3,310,613
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Ser. | NONE | $18,508 | $0 |
| Legacy Professionals Llp | NONE | $13,781 | not reported in the loaded dataset |