2023 Form 5500 filing — Image Options 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 20241011142752NAL0022038737001) for Image Options Retirement Savings Plan, reported by Image Options under EIN 33-0856522 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142752NAL0022038737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Image Options
- EIN
- 33-0856522
- Plan number
- 001
- Location
- Foothill Ranch, CA
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,132,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,132,771
- Participant contributions
- $606,344
- Total income / additions
- $2,100,602
- Benefits paid
- $1,252,480
- Administrative expenses
- $27,709
- Total expenses
- $1,280,189
- Net increase / (decrease)
- $820,413
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cps Employer Benefits Insurance | INVESTMENT ADVISOR | $16,000 | $0 |
| Hicks Pension Services | CONTRACT ADMIN | $2,700 | $4,657 |
| Empower Annuity Insurance | RECORDKEEPER PROVIDER | $1,510 | $0 |