Ima Puerto Rico 1081.01(D) 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 Puerto Rico 1081.01(D) Retirement Plan is a benefit plan reported by Ima North America Inc. under EIN 06-1062686 and plan number 002. The latest loaded filing year is 2023. The filing reports 11 participants and $3,391,267 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
- 002
- Plan type
- 2
- Location
- Leominster, MA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $3,391,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240402121432NAL0012501713001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,391,267
- Net assets (EOY)
- $3,391,267
- Net assets (BOY)
- $2,780,491
Income & contributions
- Employer contributions
- $62,866
- Participant contributions
- $68,517
- Total income / additions
- $643,644
Expenses & distributions
- Total expenses
- $32,868
- Net increase / (decrease)
- $610,776
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.