Ims Masonry 401(K) Plan — Form 5500 plan (Ims Masonry, 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, Ims Masonry 401(K) Plan is a benefit plan reported by Ims Masonry, Inc. under EIN 87-0467042 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $9,587,806 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ims Masonry, Inc.
EIN
87-0467042
Plan number
001
Plan type
2
Location
Lindon, UT
Latest filing year
2023
Participants
349
End-of-year plan assets
$9,587,806

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023349H, C20240926082316NAL0000238531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,587,806
Total liabilities (EOY)
$0
Net assets (EOY)
$9,587,806
Net assets (BOY)
$7,472,617

Income & contributions

Employer contributions
$356,101
Participant contributions
$919,626
Total contributions
$1,366,926
Total income / additions
$2,606,135

Expenses & distributions

Benefits paid
$418,301
Administrative expenses
$60,641
Total expenses
$490,946
Net increase / (decrease)
$2,115,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bam Advisor ServicesADVISOR$39,878not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$16,868$02023

Related Form 5500 pages