Islamic Relief Usa 401(K) Plan — Form 5500 plan (Islamic Relief Usa)

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, Islamic Relief Usa 401(K) Plan is a benefit plan reported by Islamic Relief Usa under EIN 95-4453134 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $11,338,015 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.3MPlan net assets, end of year$11,338,015
Participants198Covered participants reported
Assets / participant$57.3KComputed: assets ÷ participants$57,263 (computed)
Provider compensation$9151 Schedule C provider row(s)
Plan sponsor
Islamic Relief Usa
EIN
95-4453134
Plan number
001
Plan type
2
Location
Alexandria, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20241009122804NAL0031140912001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.3M total assets
Net assets$11.3MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$247.1K
Benefits paid / distributions$227K
Contributions
Employer$513.9K
Participant$588K
Full reported line items

Net assets

Total assets (EOY)
$11,338,015
Total liabilities (EOY)
$0
Net assets (EOY)
$11,338,015
Net assets (BOY)
$8,763,948

Income & contributions

Employer contributions
$513,933
Participant contributions
$588,031
Total contributions
$1,109,049
Total income / additions
$2,821,122

Expenses & distributions

Benefits paid
$226,995
Administrative expenses
$315
Total expenses
$247,055
Net increase / (decrease)
$2,574,067
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 47%Participant 53%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Saturna Trust CompanyNONE$915not reported in the loaded dataset2023

Related Form 5500 pages