2023 Form 5500 filing — The International 401(K) Pooled Employer 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 20250310085337NAL0008360691001) for The International 401(K) Pooled Employer Plan, reported by Austin 3(16) Fiduciary Limited under EIN 46-2981114 and plan number 002. It reports 1,483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310085337NAL0008360691001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Austin 3(16) Fiduciary Limited
- EIN
- 46-2981114
- Plan number
- 002
- Location
- Oceanside, NY
- Participants
- 1,483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,883,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,883,172
- Employer contributions
- $309,924
- Participant contributions
- $8,260,687
- Total income / additions
- $19,034,602
- Benefits paid
- $4,852,379
- Administrative expenses
- $507,554
- Total expenses
- $5,383,855
- Net increase / (decrease)
- $13,650,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Investment Center, Inc. | NONE | $270,941 | not reported in the loaded dataset |
| Rpg Consultants | NONE | $160,564 | not reported in the loaded dataset |
| Qbox Fiduciary Solutions, LLC | NONE | $30,009 | not reported in the loaded dataset |
| Mg Trust Company | NONE | $29,434 | not reported in the loaded dataset |
| Austin 3(16) Fiduciary Limited | NONE | $16,606 | not reported in the loaded dataset |