International Institute Of New England 403(B) Plan — Form 5500 plan (International Institute Of New England, Inc.)

Plain-English plan 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, International Institute Of New England 403(B) Plan is a benefit plan reported by International Institute Of New England, Inc. under EIN 04-2104325 and plan number 002. The latest loaded filing year is 2023. The filing reports 219 participants and $5,126,589 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
International Institute Of New England, Inc.
EIN
04-2104325
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
219
End-of-year plan assets
$5,126,589

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20240717163524NAL0007869408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,126,589
Total liabilities (EOY)
$0
Net assets (EOY)
$5,126,589
Net assets (BOY)
$3,823,702

Income & contributions

Employer contributions
$163,566
Participant contributions
$393,898
Total contributions
$560,570
Total income / additions
$1,406,225

Expenses & distributions

Benefits paid
$100,745
Administrative expenses
$2,593
Total expenses
$103,338
Net increase / (decrease)
$1,302,887

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Research Management CompanyRECORDKEEPER$2,593$02023
Northwestern Mutual Investment ServNONE$0$02023

Related Form 5500 pages