Plan5500

Imagine Learning LLC 401(K) Plan — Form 5500 plan (Imagine Learning 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, Imagine Learning LLC 401(K) Plan is a benefit plan reported by Imagine Learning LLC under EIN 45-1565841 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,401 participants and $116,135,952 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Imagine Learning LLC
EIN
45-1565841
Plan number
001
Plan type
2
Location
Tempe, AZ
Latest filing year
2023
Participants
3,401
End-of-year plan assets
$116,135,952

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,401H, C20241202141034NAL0003218546001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$116,135,952
Total liabilities (EOY)
$0
Net assets (EOY)
$116,135,952
Net assets (BOY)
$89,526,318

Income & contributions

Employer contributions
$4,590,001
Participant contributions
$13,873,010
Total contributions
$20,939,035
Total income / additions
$38,196,836

Expenses & distributions

Benefits paid
$12,969,285
Administrative expenses
$342,222
Total expenses
$13,311,507
Net increase / (decrease)
$24,885,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$342,222$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$98,9682023

Related Form 5500 pages