Ima Wealth — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ima Wealth is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $219,874 and reported indirect compensation totals $28,176.

Reported compensation summary

Reported direct compensation
$219,874
Reported indirect compensation
$28,176
Total reported compensation
$248,050
Filings
5
Plan sponsors
5
Plans
5
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Ima Wealth
SponsorStatePlansReported compensation
Trustees Of The Ibew Local Union No 271 Neca 401(K)Retirement PlanKS1$89,874
Plumbing & Pipefitting Industry Retirement Plan Of KansasIL1$80,000
AllosourceCO1$50,000
Rme Ltd, LLC Dba Elite Surface InfrastructureCO1$14,088
Rme Ltd, LLC Dba Elite Surface InfrastructureCO1$14,088

State footprint

Plans reporting Ima Wealth are sponsored in CO (3), IL (1), KS (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Trustees Of The Ibew Local Union No 271 Neca 401(K)Retirement PlanIbew Local Union 271 Neca 401(K) Retirement Plan2023$89,874$0
Plumbing & Pipefitting Industry Retirement Plan Of KansasPlumbing & Pipefitting Industry Retirement Plan Of Kansas2023$80,000not reported in the loaded dataset
AllosourceAllosource Employees' Retirement Plan2023$50,000not reported in the loaded dataset
Rme Ltd, LLC Dba Elite Surface InfrastructureElite Surface Infrastructure 401(K) Plan2023$0$14,088
Rme Ltd, LLC Dba Elite Surface InfrastructureElite Surface Infrastructure 401(K) Plan2023$0$14,088

Related Form 5500 pages