Imc Companies, LLC Retirement Plan — Form 5500 plan (Imc Companies, LLC)
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, Imc Companies, LLC Retirement Plan is a benefit plan reported by Imc Companies, LLC under EIN 20-1374088 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,684 participants and $53,040,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Imc Companies, LLC
- EIN
- 20-1374088
- Plan number
- 001
- Plan type
- 3
- Location
- Collierville, TN
- Latest filing year
- 2023
- Participants
- 1,684
- End-of-year plan assets
- $53,040,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,684 | H, C | 20241014182027NAL0013733795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,040,893
- Net assets (EOY)
- $53,040,893
- Net assets (BOY)
- $40,746,117
Income & contributions
- Employer contributions
- $1,908,557
- Participant contributions
- $6,006,671
- Total contributions
- $8,528,685
- Total income / additions
- $15,803,594
Expenses & distributions
- Benefits paid
- $3,215,791
- Administrative expenses
- $277,508
- Total expenses
- $3,508,818
- Net increase / (decrease)
- $12,294,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $200,913 | $0 | 2023 |
| Securian Financial Services, Inc. | INVESTMENT ADVISORY-PLAN | $49,785 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY-PLAN | $26,810 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Imc Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Collierville, TN
- Transamerica Retirement Solutions — Schedule C compensation
- Securian Financial Services, Inc. — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation