2023 Form 5500 filing — Ipm 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 20240923152527NAL0006736467001) for Ipm 401(K) Plan, reported by Integrated Project Management Co., Inc. under EIN 36-3610804 and plan number 002. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923152527NAL0006736467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrated Project Management Co., Inc.
- EIN
- 36-3610804
- Plan number
- 002
- Location
- Burr Ridge, IL
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,348,052
- Net assets (EOY)
- $44,348,052
- Employer contributions
- $1,115,100
- Participant contributions
- $3,003,446
- Total income / additions
- $12,647,466
- Benefits paid
- $5,429,617
- Administrative expenses
- $118,734
- Total expenses
- $5,548,351
- Net increase / (decrease)
- $7,099,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Financial Partners | RIA | $42,339 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,512 | not reported in the loaded dataset |