Ima North America, Inc. 401(K) Retirement Plan — Form 5500 plan (Ima North America, Inc.)
Plain-English plan 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, Ima North America, Inc. 401(K) Retirement Plan is a benefit plan reported by Ima North America, Inc. under EIN 06-1062686 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $27,022,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ima North America, Inc.
- EIN
- 06-1062686
- Plan number
- 001
- Plan type
- 2
- Location
- Leominster, MA
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $27,022,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241011102649NAL0010818403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,022,123
- Net assets (EOY)
- $27,022,123
- Net assets (BOY)
- $25,751,442
Income & contributions
- Employer contributions
- $885,868
- Participant contributions
- $1,186,170
- Total contributions
- $2,112,713
- Total income / additions
- $5,705,709
Expenses & distributions
- Benefits paid
- $4,360,113
- Administrative expenses
- $76,415
- Total expenses
- $4,435,028
- Net increase / (decrease)
- $1,270,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $44,000 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $16,955 | $0 | 2023 |
| Compass360 | CONTRACT ADMIN | $16,202 | $0 | 2023 |
| Empower Advisory Group, LLC | INVETSMENT MGMT | $4,275 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ima North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Leominster, MA
- Mma Securities LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Compass360 — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation