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, Investors Management Trust Real Estate Group, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Investors Mgmt Trust Real Estate Group under EIN 95-4510577 and plan number 001. The latest loaded filing year is 2023. The filing reports 746 participants and $22,378,037 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,378,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,378,037
- Net assets (BOY)
- $17,690,777
Income & contributions
- Employer contributions
- $884,924
- Participant contributions
- $2,454,170
- Total contributions
- $3,371,978
- Total income / additions
- $6,744,782
Expenses & distributions
- Benefits paid
- $1,945,641
- Administrative expenses
- $90,333
- Total expenses
- $2,057,522
- Net increase / (decrease)
- $4,687,260