2023 Form 5500 filing — Imagine Learning LLC 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 20241202141034NAL0003218546001) for Imagine Learning LLC 401(K) Plan, reported by Imagine Learning LLC under EIN 45-1565841 and plan number 001. It reports 3,401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241202141034NAL0003218546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imagine Learning LLC
- EIN
- 45-1565841
- Plan number
- 001
- Location
- Tempe, AZ
- Participants
- 3,401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,135,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,135,952
- Employer contributions
- $4,590,001
- Participant contributions
- $13,873,010
- Total income / additions
- $38,196,836
- Benefits paid
- $12,969,285
- Administrative expenses
- $342,222
- Total expenses
- $13,311,507
- Net increase / (decrease)
- $24,885,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $342,222 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $98,968 |