401(k)
2022 plan-year 401(k) DOL Form 5500

INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

INDIVIDUAL MANAGEMENT CONSULTANT, INC.

This 401(k) plan holds $1M in total assets and serves 479 participants as of 2022. It is sponsored by INDIVIDUAL MANAGEMENT CONSULTANT, INC. in Puerto Rico. The plan reported a net loss of $745K for the year.

Total Assets (2023)
$1M
Participants
479
State
Industry
Professional & Technical Services

What the Filing Says About INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN

INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN is a 401(k) retirement plan sponsored by INDIVIDUAL MANAGEMENT CONSULTANT, INC., headquartered in Puerto Rico. As of the 2022 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 479 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 660674009, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $1M at year-end — a decline of 35.4%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-745,304 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$-745,304
Plan Type401(k)
Employer EIN660674009
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INDIVIDUAL MANAGEMENT CONSULTANT, INC.)

Year Plans Participants Total Assets
2022 1 479 $1M
2023 1 481 $2M
2024 1 481 $3M

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Frequently Asked Questions

How much money is in the INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN?
As of the 2022 Form 5500 filing, INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN holds $1M in total assets with 479 participants. It is sponsored by INDIVIDUAL MANAGEMENT CONSULTANT, INC..
What type of plan is INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN?
INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 660674009.
Who sponsors the INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN?
INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN is sponsored by INDIVIDUAL MANAGEMENT CONSULTANT, INC., located in Puerto Rico. The sponsor's EIN is 660674009 and the plan operates in the Professional & Technical Services industry.
How did INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN perform in 2022?
INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN declined by 35.4% during 2022, moving from $2M to $1M in total assets. Net income was $-745,304.
Where can I find official filings for INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN?
Official Form 5500 filings for INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 660674009 or plan name at efast.dol.gov.
How does INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN compare to other plans?
You can compare INDIVIDUAL MANAGEMENT CONSULTANT, INC. RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Puerto Rico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 660674009.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.