The Imagine Group 401(K) Savings Plan — Form 5500 plan (The Imagine Group)

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, The Imagine Group 401(K) Savings Plan is a benefit plan reported by The Imagine Group under EIN 41-1612906 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,688 participants and $101,917,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Imagine Group
EIN
41-1612906
Plan number
001
Plan type
2
Location
Shakopee, MN
Latest filing year
2023
Participants
1,688
End-of-year plan assets
$101,917,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,688H, C20240919104916NAL0003475891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,917,327
Total liabilities (EOY)
$0
Net assets (EOY)
$101,917,327
Net assets (BOY)
$89,014,516

Income & contributions

Employer contributions
$1,965,430
Participant contributions
$6,507,398
Total contributions
$10,123,650
Total income / additions
$26,188,576

Expenses & distributions

Benefits paid
$12,985,779
Administrative expenses
$299,986
Total expenses
$13,285,765
Net increase / (decrease)
$12,902,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$195,946$02023
Mercer Investment LLCINVESTMENT ADVISORY$87,030not reported in the loaded dataset2023
Cliftonlarsonallen LlpACCOUNTANT$17,010not reported in the loaded dataset2023

Related Form 5500 pages