Plan5500

Ipm 401(K) Plan — Form 5500 plan (Integrated Project Management Co., Inc.)

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, Ipm 401(K) Plan is a benefit plan reported by Integrated Project Management Co., Inc. under EIN 36-3610804 and plan number 002. The latest loaded filing year is 2023. The filing reports 286 participants and $44,348,052 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integrated Project Management Co., Inc.
EIN
36-3610804
Plan number
002
Plan type
2
Location
Burr Ridge, IL
Latest filing year
2023
Participants
286
End-of-year plan assets
$44,348,052

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20240923152527NAL0006736467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,348,052
Net assets (EOY)
$44,348,052
Net assets (BOY)
$37,248,937

Income & contributions

Employer contributions
$1,115,100
Participant contributions
$3,003,446
Total contributions
$5,697,855
Total income / additions
$12,647,466

Expenses & distributions

Benefits paid
$5,429,617
Administrative expenses
$118,734
Total expenses
$5,548,351
Net increase / (decrease)
$7,099,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiduciary Financial PartnersRIA$42,339not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$2,512not reported in the loaded dataset2023

Related Form 5500 pages