Imagine One, Ltd. 401(K) & Profit Sharing Plan — Form 5500 plan (Imagine One Technology & Management, Ltd.)
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 One, Ltd. 401(K) & Profit Sharing Plan is a benefit plan reported by Imagine One Technology & Management, Ltd. under EIN 52-2105248 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $22,142,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Imagine One Technology & Management, Ltd.
- EIN
- 52-2105248
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington Park, MD
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $22,142,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20241003091609NAL0005617811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,142,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,142,658
- Net assets (BOY)
- $18,237,289
Income & contributions
- Employer contributions
- $399,503
- Participant contributions
- $2,142,010
- Total contributions
- $2,857,096
- Total income / additions
- $5,845,295
Expenses & distributions
- Benefits paid
- $1,865,098
- Administrative expenses
- $74,828
- Total expenses
- $1,939,926
- Net increase / (decrease)
- $3,905,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,845 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTANT/AUDITOR | $17,983 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Imagine One Technology & Management, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Lexington Park, MD
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Bdo — Schedule C compensation