2023 Form 5500 filing — Imperial, LLC Retirement Savings 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 20241003153248NAL0017381008001) for Imperial, LLC Retirement Savings Plan, reported by Imperial, LLC under EIN 73-1310190 and plan number 001. It reports 626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003153248NAL0017381008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imperial, LLC
- EIN
- 73-1310190
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 626
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,409,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,409,591
- Employer contributions
- $522,209
- Participant contributions
- $1,272,115
- Total income / additions
- $3,511,164
- Benefits paid
- $978,142
- Administrative expenses
- $122,373
- Total expenses
- $1,100,515
- Net increase / (decrease)
- $2,410,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $59,470 | $0 |
| Edward D Jones & Company | INVESTMENT ADVISOR | $26,433 | not reported in the loaded dataset |
| Usi Consulting Group | TPA | $22,852 | $1,277 |
| Imperial LLC | PLAN SPONSOR | $11,138 | not reported in the loaded dataset |