Plan5500

Immi Holdings, Inc. 401(K) Plan — Form 5500 plan (Immi Holdings, 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, Immi Holdings, Inc. 401(K) Plan is a benefit plan reported by Immi Holdings, Inc under EIN 35-1065251 and plan number 001. The latest loaded filing year is 2023. The filing reports 831 participants and $67,475,910 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Immi Holdings, Inc
EIN
35-1065251
Plan number
001
Plan type
2
Location
Westfield, IN
Latest filing year
2023
Participants
831
End-of-year plan assets
$67,475,910

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023831H, C20240909103946NAL0010202114001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,475,910
Total liabilities (EOY)
$0
Net assets (EOY)
$67,475,910
Net assets (BOY)
$59,531,923

Income & contributions

Employer contributions
$4,899
Participant contributions
$3,233,264
Total contributions
$3,516,302
Total income / additions
$14,693,438

Expenses & distributions

Benefits paid
$6,615,180
Administrative expenses
$134,271
Total expenses
$6,749,451
Net increase / (decrease)
$7,943,987

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$134,270$02023
Lpl Financial LLC - RpcpINVESTMENT ADVISORY$0$30,0002023

Related Form 5500 pages