Interim, Incorporated 403(B) Plan — Form 5500 plan (Interim, Incorporated)
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, Interim, Incorporated 403(B) Plan is a benefit plan reported by Interim, Incorporated under EIN 51-0159122 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $12,774,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Interim, Incorporated
- EIN
- 51-0159122
- Plan number
- 001
- Plan type
- 2
- Location
- Monterey, CA
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $12,774,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20250218153045NAL0003097345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,774,489
- Net assets (EOY)
- $12,774,489
- Net assets (BOY)
- $10,717,336
Income & contributions
- Employer contributions
- $505,991
- Participant contributions
- $720,132
- Total contributions
- $1,321,673
- Total income / additions
- $2,719,180
Expenses & distributions
- Benefits paid
- $612,884
- Administrative expenses
- $49,143
- Total expenses
- $662,027
- Net increase / (decrease)
- $2,057,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $19,010 | 2023 |
| Quintes Adm. And Insurance | THIRD PARTY ADMINISTRATOR | $0 | $8,881 | 2023 |
| Voya Retirement Insu And Annuity Co | SERVICE PROVIDER | $471 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Interim, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Monterey, CA
- Global Retirement Partners LLC — Schedule C compensation
- Quintes Adm. And Insurance — Schedule C compensation
- Voya Retirement Insu And Annuity Co — Schedule C compensation