Instituto Del Progreso Latino 403(B) Plan — Form 5500 plan (Instituto Del Progreso Latino)
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, Instituto Del Progreso Latino 403(B) Plan is a benefit plan reported by Instituto Del Progreso Latino under EIN 36-2937375 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $2,134,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Instituto Del Progreso Latino
- EIN
- 36-2937375
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $2,134,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20250414142915NAL0001831441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,134,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,134,403
- Net assets (BOY)
- $1,867,272
Income & contributions
- Employer contributions
- $1,466
- Participant contributions
- $239,672
- Total contributions
- $241,138
- Total income / additions
- $509,043
Expenses & distributions
- Benefits paid
- $217,098
- Administrative expenses
- $24,814
- Total expenses
- $241,912
- Net increase / (decrease)
- $267,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ktrade | NONE | $11,435 | $22 | 2023 |
| Centric Wealth Management, LLC | INVESTMENT ADVISOR | $7,098 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Advisors | CONTRACT ADMIN | $3,950 | not reported in the loaded dataset | 2023 |
| Toroso Investments | INVESTMENT ADVISOR | $2,308 | not reported in the loaded dataset | 2023 |
| Mid-Atlantic Trust Company | NONE | $1,067 | $2 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Instituto Del Progreso Latino
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Ktrade — Schedule C compensation
- Centric Wealth Management, LLC — Schedule C compensation
- Retirement Solutions Advisors — Schedule C compensation
- Toroso Investments — Schedule C compensation
- Mid-Atlantic Trust Company — Schedule C compensation