2023 Form 5500 filing — Ims Gear Holding Inc 401k 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 20241007064043NAL0008695875001) for Ims Gear Holding Inc 401k Plan & Trust, reported by Ims Gear Holding Inc under EIN 58-2133406 and plan number 001. It reports 523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007064043NAL0008695875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ims Gear Holding Inc
- EIN
- 58-2133406
- Plan number
- 001
- Location
- Gainesville, GA
- Participants
- 523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,425,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,425,477
- Employer contributions
- $975,092
- Participant contributions
- $1,302,331
- Total income / additions
- $4,235,763
- Benefits paid
- $1,860,023
- Administrative expenses
- $16,589
- Total expenses
- $1,888,666
- Net increase / (decrease)
- $2,347,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $37,974 |
| Adp, Inc. | RECORD KEEPER | $16,588 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |