Independent Group Home Living Program, Inc. 401(A) — Form 5500 plan (Independent Group Home Living Program, 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, Independent Group Home Living Program, Inc. 401(A) is a benefit plan reported by Independent Group Home Living Program, Inc. under EIN 11-2458584 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,039 participants and $17,039,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Independent Group Home Living Program, Inc.
EIN
11-2458584
Plan number
001
Plan type
2
Location
East Moriches, NY
Latest filing year
2023
Participants
1,039
End-of-year plan assets
$17,039,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,039H, C20241015163810NAL0015093411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,039,734
Total liabilities (EOY)
$0
Net assets (EOY)
$17,039,734
Net assets (BOY)
$15,744,950

Income & contributions

Employer contributions
$402,247
Total contributions
$402,247
Total income / additions
$2,722,294

Expenses & distributions

Benefits paid
$1,317,225
Administrative expenses
$110,285
Total expenses
$1,427,510
Net increase / (decrease)
$1,294,784

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$110,284$02023
Focused Wealth Management, Inc.INVESTMENT ADVISORY$0$27,7882023

Related Form 5500 pages