Imagine The Possibilities, Inc. 401(K) Plan — Form 5500 plan (Imagine The Possibilities, 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, Imagine The Possibilities, Inc. 401(K) Plan is a benefit plan reported by Imagine The Possibilities, Inc under EIN 23-7224698 and plan number 001. The latest loaded filing year is 2023. The filing reports 840 participants and $16,335,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Imagine The Possibilities, Inc
- EIN
- 23-7224698
- Plan number
- 001
- Plan type
- 2
- Location
- Maquoketa, IA
- Latest filing year
- 2023
- Participants
- 840
- End-of-year plan assets
- $16,335,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 840 | H, C | 20250415134109NAL0003308609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,335,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,335,329
- Net assets (BOY)
- $10,280,826
Income & contributions
- Employer contributions
- $936,226
- Participant contributions
- $1,430,330
- Total contributions
- $2,473,421
- Total income / additions
- $4,520,481
Expenses & distributions
- Benefits paid
- $1,727,131
- Administrative expenses
- $102,756
- Total expenses
- $1,829,887
- Net increase / (decrease)
- $2,690,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $50,883 | $0 | 2023 |
| July Business Services LLC | RECORDKEEPER | $6,855 | $0 | 2023 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $5,623 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Imagine The Possibilities, Inc
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Maquoketa, IA
- Mutual Of America Sec. Corp LLC — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Wilshire Associates Inc. — Schedule C compensation