Ims Consulting & Expert Services, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Ims Consulting & Expert Services, 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 Consulting & Expert Services, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Ims Consulting & Expert Services, LLC under EIN 84-1204705 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $23,879,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ims Consulting & Expert Services, LLC
EIN
84-1204705
Plan number
001
Plan type
2
Location
Pensacola, FL
Latest filing year
2023
Participants
305
End-of-year plan assets
$23,879,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20241004101146NAL0006590211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,879,102
Total liabilities (EOY)
$1,907
Net assets (EOY)
$23,877,195
Net assets (BOY)
$17,074,258

Income & contributions

Employer contributions
$892,953
Participant contributions
$2,058,425
Total contributions
$5,576,998
Total income / additions
$8,654,114

Expenses & distributions

Benefits paid
$1,775,520
Administrative expenses
$75,657
Total expenses
$1,851,177
Net increase / (decrease)
$6,802,937

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Pension Center Of FloridaTPA$0not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORD KEEPER$0not reported in the loaded dataset2023

Related Form 5500 pages