2023 Form 5500 filing — Income Property Management Employees Savings 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 20241014143111NAL0013454275001) for Income Property Management Employees Savings Trust, reported by Income Property Management, Co. under EIN 93-0703692 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.2MReported net assets$6,152,608
Participants204
Provider compensation$36.1K2 Schedule C row(s)$36,086
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014143111NAL0013454275001
- Plan sponsor
- Income Property Management, Co.
- EIN
- 93-0703692
- Plan number
- 001
- Location
- Portland, OR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,152,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,152,608
- Employer contributions
- $152,670
- Participant contributions
- $608,854
- Total income / additions
- $1,843,498
- Benefits paid
- $663,579
- Administrative expenses
- $38,380
- Total expenses
- $702,327
- Net increase / (decrease)
- $1,141,171
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $20,324 | not reported in the loaded dataset |
| Deschutes Investment Consulting Ll | ADVISOR | $15,762 | not reported in the loaded dataset |