2023 Form 5500 filing — Imagetrend, LLC 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 20241015103949NAL0028090545001) for Imagetrend, LLC 401(K) Retirement Plan, reported by Imagetrend, LLC under EIN 41-1903871 and plan number 001. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015103949NAL0028090545001
Filing year
2023
Form type
2
Plan sponsor
Imagetrend, LLC
EIN
41-1903871
Plan number
001
Location
Lakeville, MN
Participants
367
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$24,135,401
Total liabilities (EOY)
$0
Net assets (EOY)
$24,135,401
Employer contributions
$894,583
Participant contributions
$2,339,851
Total income / additions
$7,229,503
Benefits paid
$1,621,106
Administrative expenses
$79,231
Total expenses
$1,707,726
Net increase / (decrease)
$5,521,777
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$38,363$0
Mma Securities LLCINVESTMENT ADVISOR$30,533not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$10,335not reported in the loaded dataset

Related Form 5500 pages