Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.) Employee Stock Ownership Plan — Form 5500 plan (Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., 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, Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.) Employee Stock Ownership Plan is a benefit plan reported by Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.) under EIN 36-3118653 and plan number 002. The latest loaded filing year is 2023. The filing reports 119 participants and $3,754,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.)
- EIN
- 36-3118653
- Plan number
- 002
- Plan type
- 2
- Location
- St. Charles, IL
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $3,754,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H | 20240927155520NAL0001176435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,754,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,754,368
- Net assets (BOY)
- $13,236,802
Income & contributions
- Total contributions
- $0
- Total income / additions
- $165,391
Expenses & distributions
- Benefits paid
- $9,647,825
- Administrative expenses
- $0
- Total expenses
- $9,647,825
- Net increase / (decrease)
- -$9,482,434
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.