Imperial Clinical Research Services, LLC Retirement Program — Form 5500 plan (Imperial Clinical Research Services, 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, Imperial Clinical Research Services, LLC Retirement Program is a benefit plan reported by Imperial Clinical Research Services, LLC under EIN 38-1795049 and plan number 003. The latest loaded filing year is 2023. The filing reports 137 participants and $23,390,952 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Imperial Clinical Research Services, LLC
EIN
38-1795049
Plan number
003
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
Participants
137
End-of-year plan assets
$23,390,952

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241014101522NAL0025901617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,390,952
Total liabilities (EOY)
$0
Net assets (EOY)
$23,390,952
Net assets (BOY)
$21,259,235

Income & contributions

Employer contributions
$202,967
Participant contributions
$617,309
Total contributions
$1,018,078
Total income / additions
$4,130,042

Expenses & distributions

Benefits paid
$1,958,475
Administrative expenses
$39,850
Total expenses
$1,998,325
Net increase / (decrease)
$2,131,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$39,850not reported in the loaded dataset2023
Matrix Trust Company N.A.NONE$0$02023

Related Form 5500 pages