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IMA, LLC RETIREMENT PLAN 401k Plan overview

Plan NameIMA, LLC RETIREMENT PLAN
Plan identification number 002

IMA, LLC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INTERNAL MEDICINE ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:INTERNAL MEDICINE ASSOCIATES, LLC
Employer identification number (EIN):550861171
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMA, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEVEN INGLE2024-07-17
0022022-01-01STEVEN INGLE2023-06-06
0022021-01-01STEVEN INGLE2022-08-01
0022020-01-01STEVEN INGLE2021-06-26
0022019-01-01STEVEN INGLE2020-07-20
0022018-01-01STEVEN INGLE2019-07-17
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01JANICE KOVAL
0022013-01-01JANICE KOVAL
0022012-01-01JANICE KOVAL
0022011-01-01JANICE KOVAL
0022010-01-01JANICE KOVAL
0022009-01-01JANICE KOVAL

Plan Statistics for IMA, LLC RETIREMENT PLAN

401k plan membership statisitcs for IMA, LLC RETIREMENT PLAN

Measure Date Value
2025: IMA, LLC RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1784
Total number of particpants at end of year2025-06-1783
Number of Participants With Account Balances2025-06-1783
2024: IMA, LLC RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1783
Total number of particpants at end of year2024-07-1784
Number of Participants With Account Balances2024-07-1784
2015: IMA, LLC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0166
Total number of active participants reported on line 7a of the Form 55002015-01-0144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0164
Number of participants with account balances2015-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: IMA, LLC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0161
Total number of active participants reported on line 7a of the Form 55002014-01-0146
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0161
Number of participants with account balances2014-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: IMA, LLC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0150
Total number of active participants reported on line 7a of the Form 55002013-01-0139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0152
Number of participants with account balances2013-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: IMA, LLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0149
Total number of active participants reported on line 7a of the Form 55002012-01-0136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0150
Number of participants with account balances2012-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: IMA, LLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0146
Total number of active participants reported on line 7a of the Form 55002011-01-0142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0149
Number of participants with account balances2011-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: IMA, LLC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0147
Total number of active participants reported on line 7a of the Form 55002010-01-0140
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0146
Number of participants with account balances2010-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: IMA, LLC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0141
Total number of active participants reported on line 7a of the Form 55002009-01-0144
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0147
Number of participants with account balances2009-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on IMA, LLC RETIREMENT PLAN

Measure Date Value
2025 : IMA, LLC RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-175375
Total liabilities as of the beginning of the plan year2025-06-170
Total expenses incurred by plan in this plan year2025-06-17468999
Net assets as of the end of the plan year2025-06-1712745746
Total assets as of the beginning of the plan year2025-06-1711377145
Value of plan covered by a fidelity bond2025-06-17500000
Participant contributions to plan in this plan year2025-06-17300416
Other income to plan in this plan year2025-06-171097753
Plan net income in this plan year2025-06-171363226
Net assets as of the end of the plan year2025-06-1712740371
Net assets as of the beginning of the plan year2025-06-1711377145
Employer contributions to plan in this plan year2025-06-17434056
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1755112
2024 : IMA, LLC RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-1765191
Net assets as of the end of the plan year2024-07-1711377145
Total assets as of the beginning of the plan year2024-07-179519671
Value of plan covered by a fidelity bond2024-07-17500000
Participant contributions to plan in this plan year2024-07-17295810
Other contributions to plan in this plan year2024-07-1728574
Other income to plan in this plan year2024-07-171168522
Plan net income in this plan year2024-07-171857474
Net assets as of the end of the plan year2024-07-1711377145
Net assets as of the beginning of the plan year2024-07-179519671
Value of contributions failed to transmitted timely2024-07-173249
Employer contributions to plan in this plan year2024-07-17429759
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1746213
2015 : IMA, LLC RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$744,137
Expenses. Total of all expenses incurred2015-12-31$2,407,668
Benefits paid (including direct rollovers)2015-12-31$2,283,952
Total plan assets at end of year2015-12-31$9,697,475
Total plan assets at beginning of year2015-12-31$11,361,006
Value of fidelity bond covering the plan2015-12-31$750,000
Total contributions received or receivable from participants2015-12-31$204,388
Other income received2015-12-31$-2,802
Net income (gross income less expenses)2015-12-31$-1,663,531
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,697,475
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$11,361,006
Total contributions received or receivable from employer(s)2015-12-31$542,551
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$123,716
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : IMA, LLC RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total income from all sources2014-12-31$1,194,606
Expenses. Total of all expenses incurred2014-12-31$345,019
Benefits paid (including direct rollovers)2014-12-31$162,735
Total plan assets at end of year2014-12-31$11,361,006
Total plan assets at beginning of year2014-12-31$10,511,419
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$134,613
Other income received2014-12-31$477,126
Net income (gross income less expenses)2014-12-31$849,587
Net plan assets at end of year (total assets less liabilities)2014-12-31$11,361,006
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,511,419
Total contributions received or receivable from employer(s)2014-12-31$582,867
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$182,284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : IMA, LLC RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,135,517
Expenses. Total of all expenses incurred2013-12-31$209,407
Benefits paid (including direct rollovers)2013-12-31$46,908
Total plan assets at end of year2013-12-31$10,511,419
Total plan assets at beginning of year2013-12-31$9,585,309
Value of fidelity bond covering the plan2013-12-31$750,000
Expenses. Other expenses not covered elsewhere2013-12-31$162,499
Other income received2013-12-31$530,414
Net income (gross income less expenses)2013-12-31$926,110
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,511,419
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,585,309
Total contributions received or receivable from employer(s)2013-12-31$605,103
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : IMA, LLC RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,027,449
Expenses. Total of all expenses incurred2012-12-31$161,499
Benefits paid (including direct rollovers)2012-12-31$87,390
Total plan assets at end of year2012-12-31$9,585,309
Total plan assets at beginning of year2012-12-31$8,719,359
Value of fidelity bond covering the plan2012-12-31$750,000
Other income received2012-12-31$426,014
Net income (gross income less expenses)2012-12-31$865,950
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,585,309
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,719,359
Total contributions received or receivable from employer(s)2012-12-31$601,435
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$74,109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : IMA, LLC RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$898,172
Expenses. Total of all expenses incurred2011-12-31$604,596
Benefits paid (including direct rollovers)2011-12-31$519,427
Total plan assets at end of year2011-12-31$8,719,359
Total plan assets at beginning of year2011-12-31$8,425,783
Value of fidelity bond covering the plan2011-12-31$750,000
Other income received2011-12-31$310,037
Net income (gross income less expenses)2011-12-31$293,576
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,719,359
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,425,783
Total contributions received or receivable from employer(s)2011-12-31$588,135
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$85,169
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : IMA, LLC RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,296,616
Expenses. Total of all expenses incurred2010-12-31$155,515
Benefits paid (including direct rollovers)2010-12-31$79,931
Total plan assets at end of year2010-12-31$8,425,783
Total plan assets at beginning of year2010-12-31$7,284,682
Value of fidelity bond covering the plan2010-12-31$750,000
Other income received2010-12-31$689,840
Net income (gross income less expenses)2010-12-31$1,141,101
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,425,783
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,284,682
Total contributions received or receivable from employer(s)2010-12-31$606,776
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$75,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : IMA, LLC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for IMA, LLC RETIREMENT PLAN

2015: IMA, LLC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IMA, LLC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IMA, LLC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IMA, LLC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IMA, LLC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IMA, LLC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IMA, LLC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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