2023 Form 5500 filing — Imtas 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729110014NAL0019247921001) for Imtas 401(K) Plan, reported by Innovative Management & Technology Approaches, Inc. under EIN 54-1742722 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729110014NAL0019247921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innovative Management & Technology Approaches, Inc.
- EIN
- 54-1742722
- Plan number
- 001
- Location
- Reston, VA
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,467,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,467,689
- Employer contributions
- $45,366
- Participant contributions
- $163,294
- Total income / additions
- $996,098
- Benefits paid
- $842,808
- Administrative expenses
- $13,673
- Total expenses
- $858,257
- Net increase / (decrease)
- $137,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Uniglobal Pension Planning, Inc | OTHER SERVICES/TPA | $0 | $2,719 |
| Morningstar | INVESTMENT ADVISORY | $0 | $879 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $220 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY PART | $220 | $0 |