Integrated Management Services 401(K) Plan — Form 5500 plan (Integrated Management Services)
Plain-English plan 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, Integrated Management Services 401(K) Plan is a benefit plan reported by Integrated Management Services under EIN 20-2474646 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $20,080,102 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrated Management Services
- EIN
- 20-2474646
- Plan number
- 001
- Plan type
- 2
- Location
- Bowling Green, KY
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $20,080,102
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20240802051701NAL0015737011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,080,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,080,102
- Net assets (BOY)
- $17,776,929
Income & contributions
- Employer contributions
- $426,054
- Participant contributions
- $862,515
- Total contributions
- $1,415,006
- Total income / additions
- $4,522,529
Expenses & distributions
- Benefits paid
- $2,142,823
- Administrative expenses
- $3,240
- Total expenses
- $2,219,356
- Net increase / (decrease)
- $2,303,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $3,282 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |