Identity Management Services Organization, LLC 401(K) Plan — Form 5500 plan (Identity Management Services Organization, 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, Identity Management Services Organization, LLC 401(K) Plan is a benefit plan reported by Identity Management Services Organization, LLC under EIN 46-0648316 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Identity Management Services Organization, LLC
- EIN
- 46-0648316
- Plan number
- 001
- Plan type
- 2
- Location
- Ventura, CA
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20240404091512NAL0015999201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $4,751,348
Income & contributions
- Employer contributions
- $104,393
- Participant contributions
- $278,970
- Total contributions
- $387,074
- Total income / additions
- $792,417
Expenses & distributions
- Benefits paid
- $5,465,356
- Administrative expenses
- $78,409
- Total expenses
- $5,543,765
- Net increase / (decrease)
- -$4,751,348
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | TPA | $26,530 | $1,725 | 2023 |
| Merrill Lynch Pierce Fenner Smith | ADVISOR | $12,164 | not reported in the loaded dataset | 2023 |
| Gwla | RECORDKEEPER | $9,017 | $0 | 2023 |
| Merrill Lynch Pierce Fenner | ADVISOR | $0 | $0 | 2023 |
| Qbi LLC | TPA COMMISSION | $0 | $0 | 2023 |
| Futureplan By Ascensus | TPA | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Identity Management Services Organization, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Ventura, CA
- Ascensus LLC — Schedule C compensation
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Gwla — Schedule C compensation
- Merrill Lynch Pierce Fenner — Schedule C compensation
- Qbi LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation