Cherrylake'S 401(K) Plan — Form 5500 plan (I.M.G. Enterprise 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, Cherrylake'S 401(K) Plan is a benefit plan reported by I.M.G. Enterprise Inc under EIN 58-1477943 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $5,808,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.M.G. Enterprise Inc
- EIN
- 58-1477943
- Plan number
- 001
- Plan type
- 2
- Location
- Groveland, FL
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $5,808,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20250217174616NAL0003849488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,808,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,808,667
- Net assets (BOY)
- $4,904,541
Income & contributions
- Employer contributions
- $197,200
- Participant contributions
- $530,873
- Total contributions
- $869,025
- Total income / additions
- $1,543,567
Expenses & distributions
- Benefits paid
- $540,037
- Administrative expenses
- $41,499
- Total expenses
- $639,441
- Net increase / (decrease)
- $904,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $28,293 | $0 | 2023 |
| Ubs Financial Services | RIA | $22,278 | not reported in the loaded dataset | 2023 |
| Florida Retirement Consultants | TPA | $5,822 | $2,453 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.M.G. Enterprise Inc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Groveland, FL
- Empower Annuity Ins Co Of America — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Florida Retirement Consultants — Schedule C compensation