2023 Form 5500 filing — Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan And Trust
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 20250707145205NAL0009250594001) for Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan And Trust, reported by Imagine One Technology & Management, Ltd. under EIN 52-2105248 and plan number 002. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250707145205NAL0009250594001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imagine One Technology & Management, Ltd.
- EIN
- 52-2105248
- Plan number
- 002
- Location
- Lexington Park, MD
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,281,411
- Total liabilities (EOY)
- $2,124,993
- Net assets (EOY)
- $16,156,418
- Employer contributions
- $1,452,886
- Total income / additions
- $7,112,284
- Benefits paid
- $387,745
- Administrative expenses
- $61,844
- Total expenses
- $721,219
- Net increase / (decrease)
- $6,391,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Finance Strategies LLC | PLAN ADMINISTRATOR | $29,728 | not reported in the loaded dataset |
| Bdo | AUDITOR | $18,900 | not reported in the loaded dataset |
| Tucker & Meltzer | APPRAISAL | $12,500 | not reported in the loaded dataset |