Imagine Early Learning Centers Employee Stock Ownership Plan — Form 5500 plan (Imagine Elc Holdings, Lnc.)

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 Early Learning Centers Employee Stock Ownership Plan is a benefit plan reported by Imagine Elc Holdings, Lnc. under EIN 82-3583612 and plan number 003. The latest loaded filing year is 2023. The filing reports 180 participants and $2,740,823 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Imagine Elc Holdings, Lnc.
EIN
82-3583612
Plan number
003
Plan type
2
Location
Bronx, NY
Latest filing year
2023
Participants
180
End-of-year plan assets
$2,740,823

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20241011092447NAL0010767507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,740,823
Total liabilities (EOY)
$0
Net assets (EOY)
$2,740,823
Net assets (BOY)
$2,295,788

Income & contributions

Total contributions
$0
Total income / additions
$476,938

Expenses & distributions

Benefits paid
$4,113
Administrative expenses
$27,790
Total expenses
$31,903
Net increase / (decrease)
$445,035

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empire Valuation ConsultantsVALUATION SERVICES$10,350not reported in the loaded dataset2023
Esop Fiduciaries, Inc.TRUSTEE$9,000not reported in the loaded dataset2023
Newport Group, Inc.PLAN ADMINISTRATOR$8,440not reported in the loaded dataset2023

Related Form 5500 pages