2023 Form 5500 filing — Integrity Management Services, Inc. 401(K) Plan
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 20240822064041NAL0004819825001) for Integrity Management Services, Inc. 401(K) Plan, reported by Integrity Management Services, Inc. under EIN 26-3976707 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822064041NAL0004819825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrity Management Services, Inc.
- EIN
- 26-3976707
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,708,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,708,033
- Employer contributions
- $262,170
- Participant contributions
- $518,117
- Total income / additions
- $1,976,208
- Benefits paid
- $462,779
- Administrative expenses
- $78,221
- Total expenses
- $541,000
- Net increase / (decrease)
- $1,435,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pointoak Retirement Advisors | INVESTMENT ADVISOR | $31,398 | $0 |
| Nationwide | RECORDKEEPER | $27,627 | $0 |
| Uhy Llp | AUDITOR | $11,500 | $0 |
| Coastal Pension Services | CONTRACT ADMINISTRATOR | $7,296 | $0 |
| Nationwide | RECORDKEEPER | $0 | $1,332 |
| Uhy Llp | AUDITOR | $500 | $0 |