Imagine360 LLC 401(K) Plan — Form 5500 plan (Imagine360, LLC)

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, Imagine360 LLC 401(K) Plan is a benefit plan reported by Imagine360, LLC under EIN 27-1535451 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $32,223,361 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Imagine360, LLC
EIN
27-1535451
Plan number
001
Plan type
2
Location
Wayne, PA
Latest filing year
2023
Participants
444
End-of-year plan assets
$32,223,361

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023444H, C20241009162427NAL0019623969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,223,361
Total liabilities (EOY)
$0
Net assets (EOY)
$32,223,361
Net assets (BOY)
$24,190,493

Income & contributions

Employer contributions
$1,265,425
Participant contributions
$3,439,340
Total contributions
$5,137,474
Total income / additions
$9,593,856

Expenses & distributions

Benefits paid
$1,499,440
Administrative expenses
$61,548
Total expenses
$1,560,988
Net increase / (decrease)
$8,032,868

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$61,918not reported in the loaded dataset2023

Related Form 5500 pages