The Institute For Effective Education 403(B) Plan — Form 5500 plan (The Institute For Effective Education)
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, The Institute For Effective Education 403(B) Plan is a benefit plan reported by The Institute For Effective Education under EIN 95-2773236 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $4,473,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Institute For Effective Education
- EIN
- 95-2773236
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $4,473,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20250616144515NAL0001697840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,473,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,473,652
- Net assets (BOY)
- $3,256,768
Income & contributions
- Employer contributions
- $245,391
- Participant contributions
- $468,921
- Total contributions
- $860,549
- Total income / additions
- $1,514,655
Expenses & distributions
- Benefits paid
- $255,756
- Administrative expenses
- $42,015
- Total expenses
- $297,771
- Net increase / (decrease)
- $1,216,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,014 | $0 | 2023 |
| 401(K) Advisors Inc | INVESTMENT ADVISORY | $0 | $15,299 | 2023 |