Imagine! 403(B) Plan — Form 5500 plan (Developmental Disabilities Center)
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! 403(B) Plan is a benefit plan reported by Developmental Disabilities Center under EIN 84-0526620 and plan number 003. The latest loaded filing year is 2023. The filing reports 469 participants and $20,295,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Developmental Disabilities Center
- EIN
- 84-0526620
- Plan number
- 003
- Plan type
- 2
- Location
- Lafayette, CO
- Latest filing year
- 2023
- Participants
- 469
- End-of-year plan assets
- $20,295,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 469 | H, C | 20241015115644NAL0047706960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,295,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,295,257
- Net assets (BOY)
- $19,511,193
Income & contributions
- Employer contributions
- $229,913
- Participant contributions
- $467,444
- Total contributions
- $746,205
- Total income / additions
- $3,636,551
Expenses & distributions
- Benefits paid
- $2,791,620
- Administrative expenses
- $45,663
- Total expenses
- $2,852,487
- Net increase / (decrease)
- $784,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,663 | $0 | 2023 |