2023 Form 5500 filing — Imc Companies, LLC 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 20241014182027NAL0013733795001) for Imc Companies, LLC Retirement Plan, reported by Imc Companies, LLC under EIN 20-1374088 and plan number 001. It reports 1,684 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014182027NAL0013733795001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Imc Companies, LLC
- EIN
- 20-1374088
- Plan number
- 001
- Location
- Collierville, TN
- Participants
- 1,684
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,040,893
- Net assets (EOY)
- $53,040,893
- Employer contributions
- $1,908,557
- Participant contributions
- $6,006,671
- Total income / additions
- $15,803,594
- Benefits paid
- $3,215,791
- Administrative expenses
- $277,508
- Total expenses
- $3,508,818
- Net increase / (decrease)
- $12,294,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $200,913 | $0 |
| Securian Financial Services, Inc. | INVESTMENT ADVISORY-PLAN | $49,785 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY-PLAN | $26,810 | not reported in the loaded dataset |