Inland Management LLC 401(K) Savings Plan — Form 5500 plan (Inland Management, LLC)

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, Inland Management LLC 401(K) Savings Plan is a benefit plan reported by Inland Management, LLC under EIN 04-3267557 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $17,155,075 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inland Management, LLC
EIN
04-3267557
Plan number
001
Plan type
2
Location
Williamstown, MA
Latest filing year
2023
Participants
164
End-of-year plan assets
$17,155,075

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20240704061832NAL0010921488001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,155,075
Total liabilities (EOY)
$0
Net assets (EOY)
$17,155,075
Net assets (BOY)
$16,977,580

Income & contributions

Employer contributions
$186,990
Participant contributions
$957,991
Total contributions
$1,144,981
Total income / additions
$3,477,741

Expenses & distributions

Benefits paid
$3,236,516
Administrative expenses
$53,632
Total expenses
$3,300,246
Net increase / (decrease)
$177,495

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$40,621$02023
Adp, Inc.RECORD KEEPER$13,011$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages