Income Research & Management Profit Sharing 401(K) Plan & Trust — Form 5500 plan (Income Research & Management)
Plain-English plan 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, Income Research & Management Profit Sharing 401(K) Plan & Trust is a benefit plan reported by Income Research & Management under EIN 04-2955404 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $108,312,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Income Research & Management
- EIN
- 04-2955404
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $108,312,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20240807180947NAL0003859857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,312,528
- Total liabilities (EOY)
- $15,365
- Net assets (EOY)
- $108,297,163
- Net assets (BOY)
- $89,830,564
Income & contributions
- Employer contributions
- $5,491,055
- Participant contributions
- $2,371,133
- Total contributions
- $9,196,615
- Total income / additions
- $24,631,603
Expenses & distributions
- Benefits paid
- $6,145,844
- Administrative expenses
- $3,795
- Total expenses
- $6,165,004
- Net increase / (decrease)
- $18,466,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $3,795 | $0 | 2023 |