Smart Ims 401(K) Plan — Form 5500 plan (Smart Ims)
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, Smart Ims 401(K) Plan is a benefit plan reported by Smart Ims under EIN 22-3337602 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $1,957,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smart Ims
- EIN
- 22-3337602
- Plan number
- 001
- Plan type
- 2
- Location
- Plainsboro, NJ
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $1,957,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20251112131513NAL0000235008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,957,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,957,119
- Net assets (BOY)
- $1,543,065
Income & contributions
- Participant contributions
- $493,676
- Total contributions
- $500,835
- Total income / additions
- $769,152
Expenses & distributions
- Benefits paid
- $343,229
- Administrative expenses
- $8,695
- Total expenses
- $355,098
- Net increase / (decrease)
- $414,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $8,694 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |