403(B) Thrift Plan For Employees Of The Institutes Of Applied Human Dynamics, Inc. — Form 5500 plan (The Institutes Of Applied Human Dynamics, 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, 403(B) Thrift Plan For Employees Of The Institutes Of Applied Human Dynamics, Inc. is a benefit plan reported by The Institutes Of Applied Human Dynamics, Inc. under EIN 13-2573827 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,107 participants and $16,115,078 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Institutes Of Applied Human Dynamics, Inc.
EIN
13-2573827
Plan number
003
Plan type
2
Location
Tarrytown, NY
Latest filing year
2023
Participants
1,107
End-of-year plan assets
$16,115,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,107H, C20241021050521NAL0001611968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,115,078
Total liabilities (EOY)
$0
Net assets (EOY)
$16,115,078
Net assets (BOY)
$14,868,624

Income & contributions

Employer contributions
$434,747
Participant contributions
$1,061,551
Total contributions
$1,504,994
Total income / additions
$2,735,994

Expenses & distributions

Benefits paid
$1,484,332
Administrative expenses
$5,208
Total expenses
$1,489,540
Net increase / (decrease)
$1,246,454

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$4,630$02023

Related Form 5500 pages