I.M. Systems Group 401(K) Plan — Form 5500 plan (I.M. Systems Group, 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, I.M. Systems Group 401(K) Plan is a benefit plan reported by I.M. Systems Group, Inc. under EIN 52-1520658 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $49,005,124 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
I.M. Systems Group, Inc.
EIN
52-1520658
Plan number
001
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
392
End-of-year plan assets
$49,005,124

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023392H, C20240912143913NAL0004509779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,005,124
Total liabilities (EOY)
$0
Net assets (EOY)
$49,005,124
Net assets (BOY)
$44,597,917

Income & contributions

Employer contributions
$244,874
Participant contributions
$953,944
Total contributions
$1,587,035
Total income / additions
$10,206,991

Expenses & distributions

Benefits paid
$5,654,093
Administrative expenses
$145,691
Total expenses
$5,799,784
Net increase / (decrease)
$4,407,207

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$94,637$02023
Morningstar Investment ManagementNONE$51,054not reported in the loaded dataset2023

Related Form 5500 pages