2023 Form 5500 filing — Ima Financial Group, Inc. 401(K) Profit Sharing Plan And Trust
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 20241002143618NAL0008954913001) for Ima Financial Group, Inc. 401(K) Profit Sharing Plan And Trust, reported by Ima Financial Group, Inc. under EIN 48-0805634 and plan number 001. It reports 2,152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002143618NAL0008954913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ima Financial Group, Inc.
- EIN
- 48-0805634
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 2,152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $233,399,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $233,399,641
- Employer contributions
- $9,493,133
- Participant contributions
- $18,991,363
- Total income / additions
- $73,185,866
- Benefits paid
- $21,376,400
- Administrative expenses
- $439,946
- Total expenses
- $21,816,346
- Net increase / (decrease)
- $51,369,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $303,130 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $136,816 | not reported in the loaded dataset |