2023 Form 5500 filing — Ima North America, Inc. 401(K) 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 20241011102649NAL0010818403001) for Ima North America, Inc. 401(K) Retirement Plan, reported by Ima North America, Inc. under EIN 06-1062686 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102649NAL0010818403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ima North America, Inc.
- EIN
- 06-1062686
- Plan number
- 001
- Location
- Leominster, MA
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,022,123
- Net assets (EOY)
- $27,022,123
- Employer contributions
- $885,868
- Participant contributions
- $1,186,170
- Total income / additions
- $5,705,709
- Benefits paid
- $4,360,113
- Administrative expenses
- $76,415
- Total expenses
- $4,435,028
- Net increase / (decrease)
- $1,270,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $44,000 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $16,955 | $0 |
| Compass360 | CONTRACT ADMIN | $16,202 | $0 |
| Empower Advisory Group, LLC | INVETSMENT MGMT | $4,275 | $0 |