2023 Form 5500 filing — Ims Companies, LLC Retirement Savings 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 20241010114950NAL0039911570001) for Ims Companies, LLC Retirement Savings Plan, reported by Ims Companies, LLC under EIN 32-0045199 and plan number 002. It reports 563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114950NAL0039911570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ims Companies, LLC
- EIN
- 32-0045199
- Plan number
- 002
- Location
- Des Plaines, IL
- Participants
- 563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,123,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,123,367
- Employer contributions
- $262,705
- Participant contributions
- $1,653,387
- Total income / additions
- $5,271,070
- Benefits paid
- $938,467
- Administrative expenses
- $128,085
- Total expenses
- $1,097,964
- Net increase / (decrease)
- $4,173,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $68,032 | $0 |
| Wintrust Investments LLC | ADVISOR | $51,796 | not reported in the loaded dataset |
| Cjg Partners, Llp | ACCOUNTANT/AUDITOR | $8,257 | not reported in the loaded dataset |