Imagine Learning 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 Learning LLC (EIN 45-1565841) is a plan sponsor located in Tempe, AZ 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
45-1565841
Location
Tempe, AZ
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$116,135,952
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$116,135,952

Contributions & income

Employer contributions
$4,590,001
Participant contributions
$13,873,010
Total income / additions
$38,196,836

Expenses & distributions

Benefits paid / distributions
$12,969,285
Total expenses
$13,311,507
Net increase / (decrease)
$24,885,329

Coverage

Total reported participants
3,401
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 Learning LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Imagine Learning LLC 401(K) Plan0013,401$116,135,9522023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Imagine Learning LLC
YearPlanParticipantsSchedulesFiling
2023Imagine Learning LLC 401(K) Plan3,401H, C20241202141034NAL0003218546001

Related Form 5500 pages