Imagineers, L.L.C. Retirement Savings Plan — Form 5500 plan (Imagineers, L.L.C)
Plain-English plan 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, Imagineers, L.L.C. Retirement Savings Plan is a benefit plan reported by Imagineers, L.L.C under EIN 06-0898297 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $13,058,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Imagineers, L.L.C
- EIN
- 06-0898297
- Plan number
- 001
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $13,058,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20241015100534NAL0014368915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,058,458
- Total liabilities (EOY)
- $3,350
- Net assets (EOY)
- $13,055,108
- Net assets (BOY)
- $11,445,466
Income & contributions
- Employer contributions
- $125,290
- Participant contributions
- $723,609
- Total contributions
- $858,939
- Total income / additions
- $3,078,453
Expenses & distributions
- Benefits paid
- $1,368,504
- Administrative expenses
- $100,307
- Total expenses
- $1,468,811
- Net increase / (decrease)
- $1,609,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | N/A | $25,629 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | N/A | $23,213 | $0 | 2023 |
| Pasi, LLC | N/A | $3,230 | $10,000 | 2023 |
| Marcum, Llp | N/A | $3,230 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | N/A | $2,075 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Imagineers, L.L.C
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Janney Montgomery Scott LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pasi, LLC — Schedule C compensation
- Marcum, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation