How many benefit plans does Income Research & Management report on Form 5500?

Income Research & Management (EIN 04-2955404) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Income Research & Management?

The Employer Identification Number (EIN) reported for Income Research & Management is 04-2955404.

What is the latest Form 5500 filing year for Income Research & Management?

The latest loaded Form 5500 filing year for Income Research & Management is 2023.

Income Research & Management — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Income Research & Management (EIN 04-2955404) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-2955404
Location: Boston, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $108,312,528
Total reported liabilities (EOY): $15,365
Total reported net assets (EOY): $108,297,163

Contributions & income

Employer contributions: $5,491,055
Participant contributions: $2,371,133
Total income / additions: $24,631,603

Expenses & distributions

Benefits paid / distributions: $6,145,844
Total expenses: $6,165,004
Net increase / (decrease): $18,466,599

Coverage

Total reported participants: 471
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Income Research & Management plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Income Research & Management Profit Sharing 401(K) Plan & Trust	001	262	$108,312,528	2023
Income Research & Management Health And Welfare Plan	501	209	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Income Research & Management
Year	Plan	Participants	Schedules	Filing
2023	Income Research & Management Health And Welfare Plan	209	—	20240521145625NAL0005811122001
2023	Income Research & Management Profit Sharing 401(K) Plan & Trust	262	H, C	20240807180947NAL0003859857001