Imagine Believe Realize LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Imagine Believe Realize LLC (EIN 26-0295155) is a plan sponsor located in Rockledge, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-0295155
Location
Rockledge, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,697,103
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,697,103

Contributions & income

Employer contributions
$653,689
Participant contributions
$1,361,040
Total income / additions
$3,759,153

Expenses & distributions

Benefits paid / distributions
$526,957
Total expenses
$580,126
Net increase / (decrease)
$3,179,027

Coverage

Total reported participants
310
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Imagine Believe Realize LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Imagine Believe Realize LLC 401(K) Profit Sharing Plan And Trust001147$8,697,1032023
Imagine Believe Realize, LLC Health And Welfare Plan501163not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Imagine Believe Realize LLC
YearPlanParticipantsSchedulesFiling
2023Imagine Believe Realize, LLC Health And Welfare Plan16320240725132949NAL0024164864001
2023Imagine Believe Realize LLC 401(K) Profit Sharing Plan And Trust147H, C20241008144128NAL0034117858001

Related Form 5500 pages