Income Property Management Employees Savings Trust — Form 5500 plan (Income Property Management, Co.)
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, Income Property Management Employees Savings Trust is a benefit plan reported by Income Property Management, Co. under EIN 93-0703692 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $6,152,608 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.2MPlan net assets, end of year$6,152,608
Participants204Covered participants reported
Assets / participant$30.2KComputed: assets ÷ participants$30,160 (computed)
Provider compensation$36.1K2 Schedule C provider row(s)$36,086
- Plan sponsor
- Income Property Management, Co.
- EIN
- 93-0703692
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241014143111NAL0013454275001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,152,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,152,608
- Net assets (BOY)
- $5,011,437
Income & contributions
- Employer contributions
- $152,670
- Participant contributions
- $608,854
- Total contributions
- $983,452
- Total income / additions
- $1,843,498
Expenses & distributions
- Benefits paid
- $663,579
- Administrative expenses
- $38,380
- Total expenses
- $702,327
- Net increase / (decrease)
- $1,141,171
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $20,324 | not reported in the loaded dataset | 2023 |
| Deschutes Investment Consulting Ll | ADVISOR | $15,762 | not reported in the loaded dataset | 2023 |