2023 Form 5500 filing — Imanage LLC 401(K) 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 20240923111251NAL0011288513001) for Imanage LLC 401(K) Plan, reported by Imanage LLC under EIN 47-3565084 and plan number 001. It reports 661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923111251NAL0011288513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imanage LLC
- EIN
- 47-3565084
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,013,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,013,808
- Employer contributions
- $3,026,176
- Participant contributions
- $7,347,716
- Total income / additions
- $22,293,548
- Benefits paid
- $1,908,669
- Administrative expenses
- $189,666
- Total expenses
- $2,098,335
- Net increase / (decrease)
- $20,195,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $186,368 | $0 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $77,674 |