2023 Form 5500 filing — Imperial Clinical Research Services, LLC Retirement Program
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 20241014101522NAL0025901617001) for Imperial Clinical Research Services, LLC Retirement Program, reported by Imperial Clinical Research Services, LLC under EIN 38-1795049 and plan number 003. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101522NAL0025901617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imperial Clinical Research Services, LLC
- EIN
- 38-1795049
- Plan number
- 003
- Location
- Grand Rapids, MI
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,390,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,390,952
- Employer contributions
- $202,967
- Participant contributions
- $617,309
- Total income / additions
- $4,130,042
- Benefits paid
- $1,958,475
- Administrative expenses
- $39,850
- Total expenses
- $1,998,325
- Net increase / (decrease)
- $2,131,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $39,850 | not reported in the loaded dataset |
| Matrix Trust Company N.A. | NONE | $0 | $0 |