Image Options Retirement Savings Plan — Form 5500 plan (Image Options)
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, Image Options Retirement Savings Plan is a benefit plan reported by Image Options under EIN 33-0856522 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $10,132,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Image Options
- EIN
- 33-0856522
- Plan number
- 001
- Plan type
- 2
- Location
- Foothill Ranch, CA
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $10,132,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241011142752NAL0022038737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,132,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,132,771
- Net assets (BOY)
- $9,312,358
Income & contributions
- Participant contributions
- $606,344
- Total contributions
- $617,986
- Total income / additions
- $2,100,602
Expenses & distributions
- Benefits paid
- $1,252,480
- Administrative expenses
- $27,709
- Total expenses
- $1,280,189
- Net increase / (decrease)
- $820,413
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cps Employer Benefits Insurance | INVESTMENT ADVISOR | $16,000 | $0 | 2023 |
| Hicks Pension Services | CONTRACT ADMIN | $2,700 | $4,657 | 2023 |
| Empower Annuity Insurance | RECORDKEEPER PROVIDER | $1,510 | $0 | 2023 |