2023 Form 5500 filing — Ims 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 20240906131801NAL0001413025001) for Ims 401(K) Plan, reported by Ironmountain Solutions, Inc. under EIN 26-3878694 and plan number 001. It reports 364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906131801NAL0001413025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ironmountain Solutions, Inc.
- EIN
- 26-3878694
- Plan number
- 001
- Location
- Huntsville, AL
- Participants
- 364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,406,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,406,522
- Employer contributions
- $2,432,233
- Participant contributions
- $3,556,814
- Total income / additions
- $11,893,975
- Benefits paid
- $2,662,701
- Administrative expenses
- $72,505
- Total expenses
- $2,735,206
- Net increase / (decrease)
- $9,158,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wa Asset Management LLC | ADVISOR | $41,550 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $30,955 | $0 |