Imtas 401(K) Plan — Form 5500 plan (Innovative Management & Technology Approaches, 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, Imtas 401(K) Plan is a benefit plan reported by Innovative Management & Technology Approaches, Inc. under EIN 54-1742722 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $5,467,689 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.5MPlan net assets, end of year$5,467,689
Participants254Covered participants reported
Assets / participant$21.5KComputed: assets ÷ participants$21,526 (computed)
Provider compensation$4K4 Schedule C provider row(s)$4,038
- Plan sponsor
- Innovative Management & Technology Approaches, Inc.
- EIN
- 54-1742722
- Plan number
- 001
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20240729110014NAL0019247921001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,467,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,467,689
- Net assets (BOY)
- $5,329,848
Income & contributions
- Employer contributions
- $45,366
- Participant contributions
- $163,294
- Total contributions
- $208,660
- Total income / additions
- $996,098
Expenses & distributions
- Benefits paid
- $842,808
- Administrative expenses
- $13,673
- Total expenses
- $858,257
- Net increase / (decrease)
- $137,841
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income85%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Uniglobal Pension Planning, Inc | OTHER SERVICES/TPA | $0 | $2,719 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $879 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $220 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY PART | $220 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Innovative Management & Technology Approaches, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Reston, VA
- Uniglobal Pension Planning, Inc — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation