Plan5500

Institute Of Management Accountants Inc — 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, Institute Of Management Accountants Inc (EIN 22-2659674) is a plan sponsor located in Montvale, NJ with 1 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
22-2659674
Location
Montvale, NJ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Institute Of Management Accountants Inc

  • 2 loaded plans hold $22M in reported assets.
  • The largest, Institute Of Management Accountants Employees' Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 317 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22MSummed across loaded plans$22,018,826
Total reported assets$22M$22,018,826
Total reported participants317
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$22M total assets
Net assets$22MLiabilities$0
Contributions & income
Employer contributions$428.6K
Participant contributions$1.2M
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$5.4M
Total expenses$5.4M
Net increase / (decrease)-$263.2K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Institute Of Management Accountants Employees' Retirement Plan
Participants per plan159Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Institute Of Management Accountants Employees' Retirement Plan$22M
    Plan #002 · 162 participants · 2023
  2. 2
    Institute Of Management Accountants Inc Wrap Benefit Plannot reported in the loaded dataset
    Plan #501 · 155 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Institute Of Management Accountants Inc. Open one for its full reported snapshot.

  1. 2023
    Institute Of Management Accountants Inc Wrap Benefit Plan155 participants · 2No schedules
    View filing →
  2. 2023
    Institute Of Management Accountants Employees' Retirement Plan162 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Institute Of Management Accountants Inc report on Form 5500?
Institute Of Management Accountants Inc (EIN 22-2659674) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Institute Of Management Accountants Inc?
The Employer Identification Number (EIN) reported for Institute Of Management Accountants Inc is 22-2659674.
What is the latest Form 5500 filing year for Institute Of Management Accountants Inc?
The latest loaded Form 5500 filing year for Institute Of Management Accountants Inc is 2023.

Related Form 5500 pages