Imanage LLC 401(K) Plan — Form 5500 plan (Imanage 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, Imanage LLC 401(K) Plan is a benefit plan reported by Imanage LLC under EIN 47-3565084 and plan number 001. The latest loaded filing year is 2023. The filing reports 661 participants and $69,013,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Imanage LLC
- EIN
- 47-3565084
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 661
- End-of-year plan assets
- $69,013,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 661 | H, C | 20240923111251NAL0011288513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,013,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,013,808
- Net assets (BOY)
- $48,818,595
Income & contributions
- Employer contributions
- $3,026,176
- Participant contributions
- $7,347,716
- Total contributions
- $11,636,091
- Total income / additions
- $22,293,548
Expenses & distributions
- Benefits paid
- $1,908,669
- Administrative expenses
- $189,666
- Total expenses
- $2,098,335
- Net increase / (decrease)
- $20,195,213
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $186,368 | $0 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $77,674 | 2023 |