INTERNAL MEDICINE ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: IMA, LLC RETIREMENT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-17 | 84 |
| Total number of particpants at end of year | 2025-06-17 | 83 |
| Number of Participants With Account Balances | 2025-06-17 | 83 |
| 2024: IMA, LLC RETIREMENT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-17 | 83 |
| Total number of particpants at end of year | 2024-07-17 | 84 |
| Number of Participants With Account Balances | 2024-07-17 | 84 |
| 2015: IMA, LLC RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 20 |
| Total of all active and inactive participants | 2015-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 64 |
| Number of participants with account balances | 2015-01-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 8 |
| 2014: IMA, LLC RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 15 |
| Total of all active and inactive participants | 2014-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 61 |
| Number of participants with account balances | 2014-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 9 |
| 2013: IMA, LLC RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
| Total of all active and inactive participants | 2013-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 52 |
| Number of participants with account balances | 2013-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
| 2012: IMA, LLC RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 14 |
| Total of all active and inactive participants | 2012-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 50 |
| Number of participants with account balances | 2012-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 8 |
| 2011: IMA, LLC RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 49 |
| Number of participants with account balances | 2011-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
| 2010: IMA, LLC RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 6 |
| Total of all active and inactive participants | 2010-01-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 46 |
| Number of participants with account balances | 2010-01-01 | 46 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 7 |
| 2009: IMA, LLC RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 47 |
| Number of participants with account balances | 2009-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2025 : IMA, LLC RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-06-17 | 5375 |
| Total liabilities as of the beginning of the plan year | 2025-06-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-17 | 468999 |
| Net assets as of the end of the plan year | 2025-06-17 | 12745746 |
| Total assets as of the beginning of the plan year | 2025-06-17 | 11377145 |
| Value of plan covered by a fidelity bond | 2025-06-17 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-17 | 300416 |
| Other income to plan in this plan year | 2025-06-17 | 1097753 |
| Plan net income in this plan year | 2025-06-17 | 1363226 |
| Net assets as of the end of the plan year | 2025-06-17 | 12740371 |
| Net assets as of the beginning of the plan year | 2025-06-17 | 11377145 |
| Employer contributions to plan in this plan year | 2025-06-17 | 434056 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-17 | 55112 |
| 2024 : IMA, LLC RETIREMENT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-07-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-17 | 65191 |
| Net assets as of the end of the plan year | 2024-07-17 | 11377145 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 9519671 |
| Value of plan covered by a fidelity bond | 2024-07-17 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-17 | 295810 |
| Other contributions to plan in this plan year | 2024-07-17 | 28574 |
| Other income to plan in this plan year | 2024-07-17 | 1168522 |
| Plan net income in this plan year | 2024-07-17 | 1857474 |
| Net assets as of the end of the plan year | 2024-07-17 | 11377145 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 9519671 |
| Value of contributions failed to transmitted timely | 2024-07-17 | 3249 |
| Employer contributions to plan in this plan year | 2024-07-17 | 429759 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 46213 |
| 2015 : IMA, LLC RETIREMENT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $744,137 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,407,668 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,283,952 |
| Total plan assets at end of year | 2015-12-31 | $9,697,475 |
| Total plan assets at beginning of year | 2015-12-31 | $11,361,006 |
| Value of fidelity bond covering the plan | 2015-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $204,388 |
| Other income received | 2015-12-31 | $-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 securities | 2015-12-31 | $0 |
| 2014 : IMA, LLC RETIREMENT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $1,194,606 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $345,019 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $162,735 |
| Total plan assets at end of year | 2014-12-31 | $11,361,006 |
| Total plan assets at beginning of year | 2014-12-31 | $10,511,419 |
| Value of fidelity bond covering the plan | 2014-12-31 | $750,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $134,613 |
| Other income received | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
| 2013 : IMA, LLC RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,135,517 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $209,407 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $46,908 |
| Total plan assets at end of year | 2013-12-31 | $10,511,419 |
| Total plan assets at beginning of year | 2013-12-31 | $9,585,309 |
| Value of fidelity bond covering the plan | 2013-12-31 | $750,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $162,499 |
| Other income received | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
| 2012 : IMA, LLC RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,027,449 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $161,499 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $87,390 |
| Total plan assets at end of year | 2012-12-31 | $9,585,309 |
| Total plan assets at beginning of year | 2012-12-31 | $8,719,359 |
| Value of fidelity bond covering the plan | 2012-12-31 | $750,000 |
| Other income received | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
| 2011 : IMA, LLC RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $898,172 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $604,596 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $519,427 |
| Total plan assets at end of year | 2011-12-31 | $8,719,359 |
| Total plan assets at beginning of year | 2011-12-31 | $8,425,783 |
| Value of fidelity bond covering the plan | 2011-12-31 | $750,000 |
| Other income received | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
| 2010 : IMA, LLC RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,296,616 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $155,515 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $79,931 |
| Total plan assets at end of year | 2010-12-31 | $8,425,783 |
| Total plan assets at beginning of year | 2010-12-31 | $7,284,682 |
| Value of fidelity bond covering the plan | 2010-12-31 | $750,000 |
| Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
| 2015: IMA, LLC RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: IMA, LLC RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: IMA, LLC RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: IMA, LLC RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: IMA, LLC RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: IMA, LLC RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: IMA, LLC RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |