Plan5500

Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan And Trust — Form 5500 plan (Imagine One Technology & Management, Ltd.)

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 One Technology & Management, Ltd. Employee Stock Ownership Plan And Trust is a benefit plan reported by Imagine One Technology & Management, Ltd. under EIN 52-2105248 and plan number 002. The latest loaded filing year is 2023. The filing reports 479 participants and $18,281,411 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Imagine One Technology & Management, Ltd.
EIN
52-2105248
Plan number
002
Plan type
2
Location
Lexington Park, MD
Latest filing year
2023
Participants
479
End-of-year plan assets
$18,281,411

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023479H, C20250707145205NAL0009250594001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,281,411
Total liabilities (EOY)
$2,124,993
Net assets (EOY)
$16,156,418
Net assets (BOY)
$9,765,353

Income & contributions

Employer contributions
$1,452,886
Total contributions
$1,452,886
Total income / additions
$7,112,284

Expenses & distributions

Benefits paid
$387,745
Administrative expenses
$61,844
Total expenses
$721,219
Net increase / (decrease)
$6,391,065

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition Finance Strategies LLCPLAN ADMINISTRATOR$29,728not reported in the loaded dataset2023
BdoAUDITOR$18,900not reported in the loaded dataset2023
Tucker & MeltzerAPPRAISAL$12,500not reported in the loaded dataset2023

Related Form 5500 pages