2023 Form 5500 filing — Ima 401(K) 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 20241008131210NAL0009690195001) for Ima 401(K) Plan, reported by Inhealth Md Alliance, LLC under EIN 27-3619901 and plan number 002. It reports 536 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)$11.9MReported net assets$11,943,150

Participants536

Provider compensation$62.9K2 Schedule C row(s)$62,862

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008131210NAL0009690195001
Plan sponsor: Inhealth Md Alliance, LLC
EIN: 27-3619901
Plan number: 002
Location: Orlando, FL
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)$11.9M total assets

Net assets$11.9MLiabilities$0

Money in vs. money out

Total income / additions$4.8M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$1.1M

Participant$1.8M

Full reported line items

Total assets (EOY): $11,943,150
Total liabilities (EOY): $0
Net assets (EOY): $11,943,150
Employer contributions: $1,118,891
Participant contributions: $1,798,594
Total income / additions: $4,763,599
Benefits paid: $1,081,338
Administrative expenses: $62,862
Total expenses: $1,144,200
Net increase / (decrease): $3,619,399

Schedule C

Reported service provider compensation

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

1
Stancorp Financial Group$40.5K
NONE · Direct $40.5K
2
Kesta Advisory Services, LLC$22.3K
NONE · Direct $22.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008131210NAL0009690195001 cover?: It is the 2023 Form 5500 filing for Ima 401(K) Plan, reported by Inhealth Md Alliance, LLC (EIN 27-3619901).
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).