2023 Form 5500 filing — Ist Management Services, Inc. Defined Contribution 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 20241010063906NAL0020591809001) for Ist Management Services, Inc. Defined Contribution Plan, reported by Innovative Service Technology Management Services, Incorporated under EIN 58-2303739 and plan number 001. It reports 1,183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.1MReported net assets$14,121,514
Participants1.2K1,183
Provider compensation$103.1K2 Schedule C row(s)$103,118
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010063906NAL0020591809001
- Plan sponsor
- Innovative Service Technology Management Services, Incorporated
- EIN
- 58-2303739
- Plan number
- 001
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.1M total assets
Net assets$14.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,121,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,121,514
- Employer contributions
- $361,563
- Participant contributions
- $2,488,458
- Total income / additions
- $5,201,667
- Benefits paid
- $1,306,877
- Administrative expenses
- $103,084
- Total expenses
- $1,409,961
- Net increase / (decrease)
- $3,791,706
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $76,669 | $0 |
| Persium Advisor | RETAINED BY EMPLOYER | $26,449 | not reported in the loaded dataset |