Integrated Mill Systems, Inc. 401(K) Plan — Form 5500 plan (Integrated Mill Systems, 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, Integrated Mill Systems, Inc. 401(K) Plan is a benefit plan reported by Integrated Mill Systems, Inc. under EIN 34-1719398 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $12,949,404 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integrated Mill Systems, Inc.
- EIN
- 34-1719398
- Plan number
- 001
- Plan type
- 2
- Location
- Willoughby, OH
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $12,949,404
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241015120025NAL0047731344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,949,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,949,404
- Net assets (BOY)
- $10,672,111
Income & contributions
- Employer contributions
- $291,728
- Participant contributions
- $834,190
- Total contributions
- $1,236,372
- Total income / additions
- $3,128,066
Expenses & distributions
- Benefits paid
- $802,544
- Administrative expenses
- $45,097
- Total expenses
- $850,773
- Net increase / (decrease)
- $2,277,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Huntington National Bank | ADVISOR | $20,599 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,087 | $0 | 2023 |
| Onedigital Investment Advisors LLC | ADVISOR | $7,411 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integrated Mill Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Willoughby, OH
- Huntington National Bank — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation