Plan5500

Ima Group Management Company 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Ima Group Management Company)

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 Group Management Company 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Ima Group Management Company under EIN 47-4048992 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,093 participants and $18,817,981 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ima Group Management Company
EIN
47-4048992
Plan number
002
Plan type
2
Location
Tarrytown, NY
Latest filing year
2023
Participants
1,093
End-of-year plan assets
$18,817,981

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,093H, C20241014131950NAL0027371873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,817,981
Total liabilities (EOY)
$0
Net assets (EOY)
$18,817,981
Net assets (BOY)
$13,725,454

Income & contributions

Employer contributions
$462,381
Participant contributions
$3,575,322
Total contributions
$4,384,982
Total income / additions
$6,987,512

Expenses & distributions

Benefits paid
$1,813,897
Administrative expenses
$62,641
Total expenses
$1,894,985
Net increase / (decrease)
$5,092,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paychex, Inc.RECORDKEEPER$28,946not reported in the loaded dataset2023
Raymond James Financial ServicesADVISOR$27,743not reported in the loaded dataset2023
Erisa Fiduciary Services, Inc.CONTRACT ADMINISTRATOR$5,095not reported in the loaded dataset2023

Related Form 5500 pages