Plan5500

Imagination The Americas Inc. 401(K) Plan — Form 5500 plan (Imagination The Americas Inc.)

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, Imagination The Americas Inc. 401(K) Plan is a benefit plan reported by Imagination The Americas Inc. under EIN 13-3520095 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $12,207,673 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.2MPlan net assets, end of year$12,204,436
Participants130Covered participants reported
Assets / participant$93.9KComputed: assets ÷ participants$93,905 (computed)
Provider compensation$76.3K3 Schedule C provider row(s)$76,334
Plan sponsor
Imagination The Americas Inc.
EIN
13-3520095
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    130 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.2M total assets
Net assets$12.2MLiabilities$3.2K
Money in vs. money out
Total income / additions$2.7M
Total expenses$635K
Benefits paid / distributions$564.1K
Contributions
Employer$256.4K
Participant$520.5K
Full reported line items

Net assets

Total assets (EOY)
$12,207,673
Total liabilities (EOY)
$3,237
Net assets (EOY)
$12,204,436
Net assets (BOY)
$10,138,973

Income & contributions

Employer contributions
$256,369
Participant contributions
$520,532
Total contributions
$776,957
Total income / additions
$2,700,455

Expenses & distributions

Benefits paid
$564,064
Administrative expenses
$70,928
Total expenses
$634,992
Net increase / (decrease)
$2,065,463
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company$70.8K
    RECORDKEEPER · Direct $70.8K · Indirect $0
  2. 2
    Long Island Employee Benefits Group$5.4K
    CONTRACT ADMIN · Direct $0 · Indirect $5.4K
  3. 3
    Empower Advisory Group, LLC$172
    INVESTMENT MGMT · Direct $172

Related Form 5500 pages