2023 Form 5500 filing — Independent Living Services Inc. 403b 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 20250226141636NAL0001087953001) for Independent Living Services Inc. 403b Plan, reported by Independent Living Services Inc. under EIN 23-7167314 and plan number 001. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226141636NAL0001087953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Independent Living Services Inc.
- EIN
- 23-7167314
- Plan number
- 001
- Location
- Conway, AR
- Participants
- 396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,759,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,759,419
- Employer contributions
- $283,097
- Participant contributions
- $181,971
- Total income / additions
- $803,018
- Benefits paid
- $499,890
- Administrative expenses
- $12,064
- Total expenses
- $511,954
- Net increase / (decrease)
- $291,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $3,000 | $5,566 |
| Edward D Jones And Co | NONE | $8,037 | not reported in the loaded dataset |
| Massmutual Life Insurance Co | RECORD KEEPER | $447 | $0 |