Imo Employee Retirement Plan — Form 5500 plan (Intelligent Medical Objects, 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, Imo Employee Retirement Plan is a benefit plan reported by Intelligent Medical Objects, Inc. under EIN 36-3993653 and plan number 001. The latest loaded filing year is 2023. The filing reports 490 participants and $38,134,530 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Intelligent Medical Objects, Inc.
EIN
36-3993653
Plan number
001
Plan type
2
Location
Rosemont, IL
Latest filing year
2023
Participants
490
End-of-year plan assets
$38,134,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023490H, C20240813150442NAL0010702417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,134,530
Total liabilities (EOY)
$460
Net assets (EOY)
$38,134,070
Net assets (BOY)
$28,159,358

Income & contributions

Employer contributions
$2,151,865
Participant contributions
$4,107,376
Total contributions
$7,021,993
Total income / additions
$12,535,489

Expenses & distributions

Benefits paid
$2,458,363
Administrative expenses
$97,154
Total expenses
$2,560,777
Net increase / (decrease)
$9,974,712

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCINVESTMENT ADVISOR$45,137not reported in the loaded dataset2023
Capital Group Retirement Plan SvcsRECORDKEEPER$33,849$02023
Shore Tompkins Actuarial ResourcesCONTRACT ADMIN$19,293not reported in the loaded dataset2023

Related Form 5500 pages