Ims Companies, LLC Retirement Savings Plan — Form 5500 plan (Ims Companies, LLC)

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, Ims Companies, LLC Retirement Savings Plan is a benefit plan reported by Ims Companies, LLC under EIN 32-0045199 and plan number 002. The latest loaded filing year is 2023. The filing reports 563 participants and $24,123,367 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ims Companies, LLC
EIN
32-0045199
Plan number
002
Plan type
2
Location
Des Plaines, IL
Latest filing year
2023
Participants
563
End-of-year plan assets
$24,123,367

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023563H, C20241010114950NAL0039911570001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,123,367
Total liabilities (EOY)
$0
Net assets (EOY)
$24,123,367
Net assets (BOY)
$19,950,261

Income & contributions

Employer contributions
$262,705
Participant contributions
$1,653,387
Total contributions
$2,069,893
Total income / additions
$5,271,070

Expenses & distributions

Benefits paid
$938,467
Administrative expenses
$128,085
Total expenses
$1,097,964
Net increase / (decrease)
$4,173,106

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$68,032$02023
Wintrust Investments LLCADVISOR$51,796not reported in the loaded dataset2023
Cjg Partners, LlpACCOUNTANT/AUDITOR$8,257not reported in the loaded dataset2023

Related Form 5500 pages