Investors Management Trust Real Estate Group, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Investors Mgmt Trust Real Estate Group)

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, Investors Management Trust Real Estate Group, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Investors Mgmt Trust Real Estate Group under EIN 95-4510577 and plan number 001. The latest loaded filing year is 2023. The filing reports 746 participants and $22,378,037 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Investors Mgmt Trust Real Estate Group
EIN
95-4510577
Plan number
001
Plan type
2
Location
Sherman Oaks, CA
Latest filing year
2023
Participants
746
End-of-year plan assets
$22,378,037

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023746H, C20241011181704NAL0037960000001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,378,037
Total liabilities (EOY)
$0
Net assets (EOY)
$22,378,037
Net assets (BOY)
$17,690,777

Income & contributions

Employer contributions
$884,924
Participant contributions
$2,454,170
Total contributions
$3,371,978
Total income / additions
$6,744,782

Expenses & distributions

Benefits paid
$1,945,641
Administrative expenses
$90,333
Total expenses
$2,057,522
Net increase / (decrease)
$4,687,260

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$79,152$02023
SageviewCONSULTANT$11,181not reported in the loaded dataset2023

Related Form 5500 pages