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IMAGINE INSURANCE ADVISORS INC CBS BENEFIT PLAN 401k Plan overview

Plan NameIMAGINE INSURANCE ADVISORS INC CBS BENEFIT PLAN
Plan identification number 501

IMAGINE INSURANCE ADVISORS INC CBS BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

IMAGINE INSURANCE ADVISORS INC has sponsored the creation of one or more 401k plans.

Company Name:IMAGINE INSURANCE ADVISORS INC
Employer identification number (EIN):260203937
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMAGINE INSURANCE ADVISORS INC CBS BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-06-30SHAWNA BURTON2024-04-29

Financial Data on IMAGINE INSURANCE ADVISORS INC CBS BENEFIT PLAN

Measure Date Value
2025 : IMAGINE INSURANCE ADVISORS INC CBS BENEFIT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-301175
Total liabilities as of the beginning of the plan year2025-04-30117
Total expenses incurred by plan in this plan year2025-04-3021460
Net assets as of the end of the plan year2025-04-301521
Total assets as of the beginning of the plan year2025-04-30146
Value of plan covered by a fidelity bond2025-04-301000000
Participant contributions to plan in this plan year2025-04-3010806
Other expenses paid from plan in this plan year2025-04-300
Other contributions to plan in this plan year2025-04-300
Other income to plan in this plan year2025-04-30165
Plan net income in this plan year2025-04-30317
Net assets as of the end of the plan year2025-04-30346
Net assets as of the beginning of the plan year2025-04-3029
Employer contributions to plan in this plan year2025-04-3010806
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-301204
2024 : IMAGINE INSURANCE ADVISORS INC CBS BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-04-29117
Total liabilities as of the beginning of the plan year2024-04-290
Total expenses incurred by plan in this plan year2024-04-295387
Net assets as of the end of the plan year2024-04-29146
Total assets as of the beginning of the plan year2024-04-290
Value of plan covered by a fidelity bond2024-04-291000000
Participant contributions to plan in this plan year2024-04-292702
Other expenses paid from plan in this plan year2024-04-290
Other contributions to plan in this plan year2024-04-290
Other income to plan in this plan year2024-04-2913
Plan net income in this plan year2024-04-2929
Net assets as of the end of the plan year2024-04-2929
Net assets as of the beginning of the plan year2024-04-290
Employer contributions to plan in this plan year2024-04-292701
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-29418

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