2023 Form 5500 filing — Integrated Medical Services, Inc. 401(K) Profit Sharing 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 20241015175546NAL0015205027001) for Integrated Medical Services, Inc. 401(K) Profit Sharing Plan, reported by Integrated Medical Services, Inc. under EIN 86-0783428 and plan number 001. It reports 476 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)$33MReported net assets$32,994,752
Participants476
Provider compensation$83.5K3 Schedule C row(s)$83,513
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015175546NAL0015205027001
Plan sponsor
Integrated Medical Services, Inc.
EIN
86-0783428
Plan number
001
Location
Phoenix, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$33M total assets
Net assets$33MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$3.3M
Benefits paid / distributions$3.3M
Contributions
Employer$674.8K
Participant$1.5M
Full reported line items
Total assets (EOY)
$32,994,752
Total liabilities (EOY)
$0
Net assets (EOY)
$32,994,752
Employer contributions
$674,817
Participant contributions
$1,476,715
Total income / additions
$7,552,316
Benefits paid
$3,261,915
Administrative expenses
$83,378
Total expenses
$3,345,293
Net increase / (decrease)
$4,207,023
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $52.5K
  2. 2
    RECORDKEEPER · Direct $16.6K · Indirect $0
  3. 3
    ADVISOR · Direct $14.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015175546NAL0015205027001 cover?
It is the 2023 Form 5500 filing for Integrated Medical Services, Inc. 401(K) Profit Sharing Plan, reported by Integrated Medical Services, Inc. (EIN 86-0783428).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages