2023 Form 5500 filing — Imagineering Finishing Technologies Employees Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002083828NAL0008529921001) for Imagineering Finishing Technologies Employees Retirement Plan, reported by Imagineering Enterprises, Inc. under EIN 38-1655157 and plan number 003. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.9MReported net assets$8,877,789
Participants176
Provider compensation$5K2 Schedule C row(s)$4,972
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002083828NAL0008529921001
Plan sponsor
Imagineering Enterprises, Inc.
EIN
38-1655157
Plan number
003
Location
South Bend, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1M
Benefits paid / distributions$996.5K
Contributions
Employer$212.7K
Participant$522.9K
Full reported line items
Total assets (EOY)
$8,877,789
Total liabilities (EOY)
$0
Net assets (EOY)
$8,877,789
Employer contributions
$212,741
Participant contributions
$522,915
Total income / additions
$1,935,894
Benefits paid
$996,485
Administrative expenses
$15,525
Total expenses
$1,012,010
Net increase / (decrease)
$923,884
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $4.5K
  2. 2
    BROKER/DEALER · Direct $0 · Indirect $448

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002083828NAL0008529921001 cover?
It is the 2023 Form 5500 filing for Imagineering Finishing Technologies Employees Retirement Plan, reported by Imagineering Enterprises, Inc. (EIN 38-1655157).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages