2023 Form 5500 filing — Imagine One, Ltd. 401(K) & Profit Sharing 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 20241003091609NAL0005617811001) for Imagine One, Ltd. 401(K) & Profit Sharing Plan, reported by Imagine One Technology & Management, Ltd. under EIN 52-2105248 and plan number 001. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003091609NAL0005617811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imagine One Technology & Management, Ltd.
- EIN
- 52-2105248
- Plan number
- 001
- Location
- Lexington Park, MD
- Participants
- 422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,142,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,142,658
- Employer contributions
- $399,503
- Participant contributions
- $2,142,010
- Total income / additions
- $5,845,295
- Benefits paid
- $1,865,098
- Administrative expenses
- $74,828
- Total expenses
- $1,939,926
- Net increase / (decrease)
- $3,905,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,845 | $0 |
| Global Retirement Partners LLC | ADVISOR | $25,000 | not reported in the loaded dataset |
| Bdo | ACCOUNTANT/AUDITOR | $17,983 | not reported in the loaded dataset |