Institute Of Internal Auditors 401(K) Plan — Form 5500 plan (Institute Of Internal Auditors)
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, Institute Of Internal Auditors 401(K) Plan is a benefit plan reported by Institute Of Internal Auditors under EIN 13-5532538 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $34,655,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Institute Of Internal Auditors
- EIN
- 13-5532538
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Mary, FL
- Latest filing year
- 2023
- Participants
- 319
- End-of-year plan assets
- $34,655,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 319 | H, C | 20241016111840NAL0015747619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,655,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,655,634
- Net assets (BOY)
- $28,592,310
Income & contributions
- Employer contributions
- $2,421,934
- Participant contributions
- $1,957,073
- Total contributions
- $4,695,120
- Total income / additions
- $9,819,931
Expenses & distributions
- Benefits paid
- $3,564,814
- Administrative expenses
- $194,548
- Total expenses
- $3,756,607
- Net increase / (decrease)
- $6,063,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement | INVESTMENT ADVISORY | $141,552 | not reported in the loaded dataset | 2023 |
| Nfp | CONSULTANT | $0 | $53,422 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,463 | $0 | 2023 |
| Nfp | INVESTMENT ADVISORY | $3,943 | not reported in the loaded dataset | 2023 |
| Nfp | INVESTMENT ADVISORY | $3,590 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Institute Of Internal Auditors
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lake Mary, FL
- Nfp Retirement — Schedule C compensation
- Nfp — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation