2023 Form 5500 filing — The Family Institute 403(B) Retirement 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 20241204030443NAL0007147042001) for The Family Institute 403(B) Retirement Plan, reported by The Family Institute under EIN 36-2682639 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241204030443NAL0007147042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Family Institute
- EIN
- 36-2682639
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,177,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,177,127
- Employer contributions
- $513,389
- Participant contributions
- $1,055,255
- Total income / additions
- $4,938,704
- Benefits paid
- $906,383
- Administrative expenses
- $88,406
- Total expenses
- $994,789
- Net increase / (decrease)
- $3,943,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Concurrent Invest Advisors, LLC | FINANCIAL ADVISOR | $25,000 | not reported in the loaded dataset |
| Raymond James Finan. Services | FINANCIAL ADVISOR | $23,010 | not reported in the loaded dataset |
| Teachers Ins & Annuit Assoc | RECORDKEEPER | $21,346 | $0 |
| James M. Moyna, Cpa Pc | INDEPENDENT AUDITOR | $12,500 | not reported in the loaded dataset |