2023 Form 5500 filing — Imagine Schools, Inc. 401(K) Retirement Savings 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 20241209112519NAL0009191217001) for Imagine Schools, Inc. 401(K) Retirement Savings Plan, reported by Imagine Schools, Inc. under EIN 04-3466383 and plan number 001. It reports 3,887 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209112519NAL0009191217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imagine Schools, Inc.
- EIN
- 04-3466383
- Plan number
- 001
- Location
- Vienna, VA
- Participants
- 3,887
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,015,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,015,923
- Employer contributions
- $3,506,076
- Participant contributions
- $4,803,503
- Total income / additions
- $23,436,959
- Benefits paid
- $7,240,045
- Administrative expenses
- $26,300
- Total expenses
- $7,266,345
- Net increase / (decrease)
- $16,170,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $26,300 | $87,056 |