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 Administrative Services, L.L.C. 401(K) Plan is a benefit plan reported by Independent Administrative Services, L.L.C. under EIN 51-0431043 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,153 participants and $78,027,327 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,027,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,027,327
- Net assets (BOY)
- $44,180,333
Income & contributions
- Employer contributions
- $2,878,647
- Participant contributions
- $10,725,084
- Total contributions
- $28,671,819
- Total income / additions
- $38,584,380
Expenses & distributions
- Benefits paid
- $4,308,985
- Administrative expenses
- $375,589
- Total expenses
- $4,737,386
- Net increase / (decrease)
- $33,846,994