2023 Form 5500 filing — Ims Consulting & Expert Services, LLC 401(K) Profit Sharing 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 20241004101146NAL0006590211001) for Ims Consulting & Expert Services, LLC 401(K) Profit Sharing Plan, reported by Ims Consulting & Expert Services, LLC under EIN 84-1204705 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241004101146NAL0006590211001
Filing year
2023
Form type
2
Plan sponsor
Ims Consulting & Expert Services, LLC
EIN
84-1204705
Plan number
001
Location
Pensacola, FL
Participants
305
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$23,879,102
Total liabilities (EOY)
$1,907
Net assets (EOY)
$23,877,195
Employer contributions
$892,953
Participant contributions
$2,058,425
Total income / additions
$8,654,114
Benefits paid
$1,775,520
Administrative expenses
$75,657
Total expenses
$1,851,177
Net increase / (decrease)
$6,802,937
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Pension Center Of FloridaTPA$0not reported in the loaded dataset
John Hancock Life Insurance CompanyRECORD KEEPER$0not reported in the loaded dataset

Related Form 5500 pages