Imagine Schools, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Schools, Inc. (EIN 04-3466383) is a plan sponsor located in Vienna, VA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3466383
Location
Vienna, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$96,015,923
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$96,015,923

Contributions & income

Employer contributions
$3,506,076
Participant contributions
$4,803,503
Total income / additions
$23,436,959

Expenses & distributions

Benefits paid / distributions
$7,240,045
Total expenses
$7,266,345
Net increase / (decrease)
$16,170,614

Coverage

Total reported participants
7,405
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Imagine Schools, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Imagine Schools, Inc. 401(K) Retirement Savings Plan0013,887$96,015,9232023
Imagine Schools, Inc. Health & Welfare Plan5013,518not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Imagine Schools, Inc.
YearPlanParticipantsSchedulesFiling
2023Imagine Schools, Inc. Health & Welfare Plan3,518C20241015123215NAL0028431953001
2023Imagine Schools, Inc. 401(K) Retirement Savings Plan3,887H, C20241209112519NAL0009191217001

Related Form 5500 pages