2023 Form 5500 filing — Imi Management, Inc. 401(K) 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 20241014120143NAL0027217841001) for Imi Management, Inc. 401(K) Retirement Plan, reported by Imi Management, Inc. under EIN 26-3757179 and plan number 001. It reports 297 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)$18.1MReported net assets$18,074,929
Participants297
Provider compensation$66.5K2 Schedule C row(s)$66,486
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014120143NAL0027217841001
Plan sponsor
Imi Management, Inc.
EIN
26-3757179
Plan number
001
Location
Granite City, IL
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)$18.1M total assets
Net assets$18.1MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$442.8K
Benefits paid / distributions$376.5K
Contributions
Employer$1M
Participant$1.6M
Full reported line items
Total assets (EOY)
$18,074,929
Total liabilities (EOY)
$0
Net assets (EOY)
$18,074,929
Employer contributions
$1,033,383
Participant contributions
$1,618,890
Total income / additions
$5,567,814
Benefits paid
$376,477
Administrative expenses
$66,366
Total expenses
$442,843
Net increase / (decrease)
$5,124,971
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $43K
  2. 2
    RECORDKEEPER/CONSULTANT · Direct $23.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014120143NAL0027217841001 cover?
It is the 2023 Form 5500 filing for Imi Management, Inc. 401(K) Retirement Plan, reported by Imi Management, Inc. (EIN 26-3757179).
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