2023 Form 5500 filing — Individual Management Consultant Inc. Retirement 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 20250123123903NAL0010316464001) for Individual Management Consultant Inc. Retirement Plan, reported by Individual Management Consultant Inc. under EIN 66-0674009 and plan number 001. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250123123903NAL0010316464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Individual Management Consultant Inc.
- EIN
- 66-0674009
- Plan number
- 001
- Location
- Ponce, PR
- Participants
- 666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,958,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,958,050
- Employer contributions
- $176,687
- Participant contributions
- $408,480
- Total income / additions
- $824,499
- Benefits paid
- $212,997
- Administrative expenses
- $12,657
- Total expenses
- $225,654
- Net increase / (decrease)
- $598,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oriental Bank Trust | TRUSTEE | $5,063 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $907 | $0 |