Imperial, LLC Retirement Savings Plan — Form 5500 plan (Imperial, 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, Imperial, LLC Retirement Savings Plan is a benefit plan reported by Imperial, LLC under EIN 73-1310190 and plan number 001. The latest loaded filing year is 2023. The filing reports 626 participants and $12,409,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Imperial, LLC
- EIN
- 73-1310190
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 626
- End-of-year plan assets
- $12,409,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 626 | H, C | 20241003153248NAL0017381008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,409,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,409,591
- Net assets (BOY)
- $9,998,942
Income & contributions
- Employer contributions
- $522,209
- Participant contributions
- $1,272,115
- Total contributions
- $1,805,106
- Total income / additions
- $3,511,164
Expenses & distributions
- Benefits paid
- $978,142
- Administrative expenses
- $122,373
- Total expenses
- $1,100,515
- Net increase / (decrease)
- $2,410,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $59,470 | $0 | 2023 |
| Edward D Jones & Company | INVESTMENT ADVISOR | $26,433 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | TPA | $22,852 | $1,277 | 2023 |
| Imperial LLC | PLAN SPONSOR | $11,138 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Imperial, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Transamerica Life Insurance Company — Schedule C compensation
- Edward D Jones & Company — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Imperial LLC — Schedule C compensation