2023 Form 5500 filing — Innovative Resources For Independence 403(B) 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 20250415090356NAL0005928594001) for Innovative Resources For Independence 403(B) Plan, reported by Innovative Resources For Independence under EIN 13-3490223 and plan number 001. It reports 754 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415090356NAL0005928594001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innovative Resources For Independence
- EIN
- 13-3490223
- Plan number
- 001
- Location
- Elmont, NY
- Participants
- 754
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,836,258
- Total liabilities (EOY)
- $10,930
- Net assets (EOY)
- $3,825,328
- Employer contributions
- $67,049
- Participant contributions
- $357,912
- Total income / additions
- $814,431
- Benefits paid
- $195,521
- Administrative expenses
- $32,845
- Total expenses
- $240,122
- Net increase / (decrease)
- $574,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Financial Life Insurance | FINANCIAL ADVISOR | $14,155 | $23,896 |
| Penserv | RECORDKEEPER | $17,637 | not reported in the loaded dataset |