2023 Form 5500 filing — Income Research & Management Profit Sharing 401(K) Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807180947NAL0003859857001) for Income Research & Management Profit Sharing 401(K) Plan & Trust, reported by Income Research & Management under EIN 04-2955404 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807180947NAL0003859857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Income Research & Management
- EIN
- 04-2955404
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,312,528
- Total liabilities (EOY)
- $15,365
- Net assets (EOY)
- $108,297,163
- Employer contributions
- $5,491,055
- Participant contributions
- $2,371,133
- Total income / additions
- $24,631,603
- Benefits paid
- $6,145,844
- Administrative expenses
- $3,795
- Total expenses
- $6,165,004
- Net increase / (decrease)
- $18,466,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $3,795 | $0 |