2023 Form 5500 filing — Ima Group Management Company 401(K) Profit Sharing Plan & 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 20241014131950NAL0027371873001) for Ima Group Management Company 401(K) Profit Sharing Plan & Trust, reported by Ima Group Management Company under EIN 47-4048992 and plan number 002. It reports 1,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131950NAL0027371873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ima Group Management Company
- EIN
- 47-4048992
- Plan number
- 002
- Location
- Tarrytown, NY
- Participants
- 1,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,817,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,817,981
- Employer contributions
- $462,381
- Participant contributions
- $3,575,322
- Total income / additions
- $6,987,512
- Benefits paid
- $1,813,897
- Administrative expenses
- $62,641
- Total expenses
- $1,894,985
- Net increase / (decrease)
- $5,092,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $28,946 | not reported in the loaded dataset |
| Raymond James Financial Services | ADVISOR | $27,743 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $5,095 | not reported in the loaded dataset |