2023 Form 5500 filing — Imo Employee Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240813150442NAL0010702417001) for Imo Employee Retirement Plan, reported by Intelligent Medical Objects, Inc. under EIN 36-3993653 and plan number 001. It reports 490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813150442NAL0010702417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intelligent Medical Objects, Inc.
- EIN
- 36-3993653
- Plan number
- 001
- Location
- Rosemont, IL
- Participants
- 490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,134,530
- Total liabilities (EOY)
- $460
- Net assets (EOY)
- $38,134,070
- Employer contributions
- $2,151,865
- Participant contributions
- $4,107,376
- Total income / additions
- $12,535,489
- Benefits paid
- $2,458,363
- Administrative expenses
- $97,154
- Total expenses
- $2,560,777
- Net increase / (decrease)
- $9,974,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $45,137 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $33,849 | $0 |
| Shore Tompkins Actuarial Resources | CONTRACT ADMIN | $19,293 | not reported in the loaded dataset |