Imeg Corp. Employee Stock Ownership Plan — Form 5500 plan (Imeg Consultants Corp.)
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, Imeg Corp. Employee Stock Ownership Plan is a benefit plan reported by Imeg Consultants Corp. under EIN 15-0284110 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,287 participants and $258,391,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Imeg Consultants Corp.
- EIN
- 15-0284110
- Plan number
- 002
- Plan type
- 2
- Location
- Rock Island, IL
- Latest filing year
- 2023
- Participants
- 2,287
- End-of-year plan assets
- $258,391,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,287 | H, C | 20240913122659NAL0005966067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $258,391,939
- Total liabilities (EOY)
- $20,765,479
- Net assets (EOY)
- $237,626,460
- Net assets (BOY)
- $210,895,861
Income & contributions
- Employer contributions
- $12,600,000
- Total contributions
- $12,600,000
- Total income / additions
- $29,608,523
Expenses & distributions
- Benefits paid
- $5,733,538
- Administrative expenses
- $384,789
- Total expenses
- $7,096,581
- Net increase / (decrease)
- $22,511,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Finance Strategies LLC | NONE | $230,989 | not reported in the loaded dataset | 2023 |
| Imeg Corp | PLAN ADMINISTRATOR | $65,523 | not reported in the loaded dataset | 2023 |
| Honkamp, P.C. | NONE | $39,140 | not reported in the loaded dataset | 2023 |
| One Degree Advisors | NONE | $26,713 | not reported in the loaded dataset | 2023 |
| Prudent Fiduciary Services | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Simon Financial | NONE | $8,059 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Imeg Consultants Corp.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rock Island, IL
- Transition Finance Strategies LLC — Schedule C compensation
- Imeg Corp — Schedule C compensation
- Honkamp, P.C. — Schedule C compensation
- One Degree Advisors — Schedule C compensation
- Prudent Fiduciary Services — Schedule C compensation
- Simon Financial — Schedule C compensation