Individual Management Consultant Inc. Retirement Plan — Form 5500 plan (Individual Management Consultant 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, Individual Management Consultant Inc. Retirement Plan is a benefit plan reported by Individual Management Consultant Inc. under EIN 66-0674009 and plan number 001. The latest loaded filing year is 2023. The filing reports 666 participants and $1,958,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Individual Management Consultant Inc.
- EIN
- 66-0674009
- Plan number
- 001
- Plan type
- 2
- Location
- Ponce, PR
- Latest filing year
- 2023
- Participants
- 666
- End-of-year plan assets
- $1,958,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 666 | H, C | 20250123123903NAL0010316464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,958,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,958,050
- Net assets (BOY)
- $1,359,205
Income & contributions
- Employer contributions
- $176,687
- Participant contributions
- $408,480
- Total contributions
- $585,167
- Total income / additions
- $824,499
Expenses & distributions
- Benefits paid
- $212,997
- Administrative expenses
- $12,657
- Total expenses
- $225,654
- Net increase / (decrease)
- $598,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oriental Bank Trust | TRUSTEE | $5,063 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $907 | $0 | 2023 |