Independent Living Services Inc. 403b Plan — Form 5500 plan (Independent Living Services 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 Living Services Inc. 403b Plan is a benefit plan reported by Independent Living Services Inc. under EIN 23-7167314 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $2,759,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independent Living Services Inc.
- EIN
- 23-7167314
- Plan number
- 001
- Plan type
- 2
- Location
- Conway, AR
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $2,759,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20250226141636NAL0001087953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,759,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,759,419
- Net assets (BOY)
- $2,468,355
Income & contributions
- Employer contributions
- $283,097
- Participant contributions
- $181,971
- Total contributions
- $465,233
- Total income / additions
- $803,018
Expenses & distributions
- Benefits paid
- $499,890
- Administrative expenses
- $12,064
- Total expenses
- $511,954
- Net increase / (decrease)
- $291,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $3,000 | $5,566 | 2023 |
| Edward D Jones And Co | NONE | $8,037 | not reported in the loaded dataset | 2023 |
| Massmutual Life Insurance Co | RECORD KEEPER | $447 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Independent Living Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Conway, AR
- American United Life Insurance Co — Schedule C compensation
- Edward D Jones And Co — Schedule C compensation
- Massmutual Life Insurance Co — Schedule C compensation