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 Financial Group, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ima Financial Group, Inc. under EIN 48-0805634 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,152 participants and $233,399,641 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $233,399,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $233,399,641
- Net assets (BOY)
- $182,030,121
Income & contributions
- Employer contributions
- $9,493,133
- Participant contributions
- $18,991,363
- Total contributions
- $40,513,399
- Total income / additions
- $73,185,866
Expenses & distributions
- Benefits paid
- $21,376,400
- Administrative expenses
- $439,946
- Total expenses
- $21,816,346
- Net increase / (decrease)
- $51,369,520