Integrity Management Services, Inc. 401(K) Plan — Form 5500 plan (Integrity Management Services, Inc.)
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, Integrity Management Services, Inc. 401(K) Plan is a benefit plan reported by Integrity Management Services, Inc. under EIN 26-3976707 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $8,708,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrity Management Services, Inc.
- EIN
- 26-3976707
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $8,708,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20240822064041NAL0004819825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,708,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,708,033
- Net assets (BOY)
- $7,272,825
Income & contributions
- Employer contributions
- $262,170
- Participant contributions
- $518,117
- Total contributions
- $781,750
- Total income / additions
- $1,976,208
Expenses & distributions
- Benefits paid
- $462,779
- Administrative expenses
- $78,221
- Total expenses
- $541,000
- Net increase / (decrease)
- $1,435,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pointoak Retirement Advisors | INVESTMENT ADVISOR | $31,398 | $0 | 2023 |
| Nationwide | RECORDKEEPER | $27,627 | $0 | 2023 |
| Uhy Llp | AUDITOR | $11,500 | $0 | 2023 |
| Coastal Pension Services | CONTRACT ADMINISTRATOR | $7,296 | $0 | 2023 |
| Nationwide | RECORDKEEPER | $0 | $1,332 | 2023 |
| Uhy Llp | AUDITOR | $500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integrity Management Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Pointoak Retirement Advisors — Schedule C compensation
- Nationwide — Schedule C compensation
- Uhy Llp — Schedule C compensation
- Coastal Pension Services — Schedule C compensation