Independent Living Systems 401(K) Plan — Form 5500 plan (Independent Living Systems)

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 Systems 401(K) Plan is a benefit plan reported by Independent Living Systems under EIN 45-0481642 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,301 participants and $25,442,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Independent Living Systems
EIN
45-0481642
Plan number
002
Plan type
3
Location
Miami, FL
Latest filing year
2023
Participants
1,301
End-of-year plan assets
$25,442,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,301H, C20250224115706NAL0007423027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,442,786
Total liabilities (EOY)
$5,885
Net assets (EOY)
$25,436,901
Net assets (BOY)
$20,219,361

Income & contributions

Employer contributions
$532,633
Participant contributions
$3,563,070
Total contributions
$4,276,971
Total income / additions
$7,643,412

Expenses & distributions

Benefits paid
$2,301,769
Administrative expenses
$114,724
Total expenses
$2,425,872
Net increase / (decrease)
$5,217,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$64,724$02023
Oppenheimer & Co IncADVISOR$50,000not reported in the loaded dataset2023

Related Form 5500 pages