I. M. I. RETIREMENT PLAN has sponsored the creation of one or more 401k plans.
Additional information about I. M. I. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : IMI RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-21 | 180488 |
| Net assets as of the end of the plan year | 2025-07-21 | 975652 |
| Total assets as of the beginning of the plan year | 2025-07-21 | 987653 |
| Value of plan covered by a fidelity bond | 2025-07-21 | 50000 |
| Participant contributions to plan in this plan year | 2025-07-21 | 27400 |
| Value of participant loans at end of plan year | 2025-07-21 | 9982 |
| Other income to plan in this plan year | 2025-07-21 | 120612 |
| Plan net income in this plan year | 2025-07-21 | -12001 |
| Net assets as of the end of the plan year | 2025-07-21 | 975652 |
| Net assets as of the beginning of the plan year | 2025-07-21 | 987653 |
| Employer contributions to plan in this plan year | 2025-07-21 | 20475 |
| Fees paid to broker by Benefit Provider | 2025-07-21 | 1165 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-21 | 8109 |
| 2024 : IMI RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-05 | 296659 |
| Net assets as of the end of the plan year | 2024-06-05 | 987653 |
| Total assets as of the beginning of the plan year | 2024-06-05 | 1035607 |
| Value of plan covered by a fidelity bond | 2024-06-05 | 50000 |
| Participant contributions to plan in this plan year | 2024-06-05 | 72547 |
| Value of participant loans at end of plan year | 2024-06-05 | 13333 |
| Other income to plan in this plan year | 2024-06-05 | 142222 |
| Plan net income in this plan year | 2024-06-05 | -47954 |
| Net assets as of the end of the plan year | 2024-06-05 | 987653 |
| Net assets as of the beginning of the plan year | 2024-06-05 | 1035607 |
| Employer contributions to plan in this plan year | 2024-06-05 | 33936 |
| Fees paid to broker by Benefit Provider | 2024-06-05 | 2149 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-05 | 8700 |
| 2022 : IMI RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-11 | 49207 |
| Net assets as of the end of the plan year | 2022-10-11 | 1270861 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 946235 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 50000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 89227 |
| Value of participant loans at end of plan year | 2022-10-11 | 27001 |
| Other contributions to plan in this plan year | 2022-10-11 | 77617 |
| Other income to plan in this plan year | 2022-10-11 | 149617 |
| Plan net income in this plan year | 2022-10-11 | 324626 |
| Net assets as of the end of the plan year | 2022-10-11 | 1270861 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 946235 |
| Employer contributions to plan in this plan year | 2022-10-11 | 57372 |
| Fees paid to broker by Benefit Provider | 2022-10-11 | 5455 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 8967 |
| 2020 : IMI RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $302,494 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $192,699 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $185,695 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $170,740 |
| Value of total assets at end of year | 2020-12-31 | $946,235 |
| Value of total assets at beginning of year | 2020-12-31 | $836,440 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,004 |
| Total interest from all sources | 2020-12-31 | $308 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $103,282 |
| Participant contributions at end of year | 2020-12-31 | $7,996 |
| Participant contributions at beginning of year | 2020-12-31 | $3,533 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $109,795 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $946,235 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $836,440 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $938,239 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $832,907 |
| Interest on participant loans | 2020-12-31 | $308 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $131,446 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $67,458 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $185,695 |
| Contract administrator fees | 2020-12-31 | $7,004 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | OBER & LITTLEFIELD CPA, PLLC |
| Accountancy firm EIN | 2020-12-31 | 474648903 |
| 2019 : IMI RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $343,450 |
| Total income from all sources (including contributions) | 2019-12-31 | $343,450 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $83,551 |
| Total of all expenses incurred | 2019-12-31 | $83,551 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $77,356 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $77,356 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $187,050 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $187,050 |
| Value of total assets at end of year | 2019-12-31 | $836,440 |
| Value of total assets at end of year | 2019-12-31 | $836,440 |
| Value of total assets at beginning of year | 2019-12-31 | $576,541 |
| Value of total assets at beginning of year | 2019-12-31 | $576,541 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,195 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,195 |
| Total interest from all sources | 2019-12-31 | $658 |
| Total interest from all sources | 2019-12-31 | $658 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $50,000 |
| Value of fidelity bond cover | 2019-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $114,372 |
| Contributions received from participants | 2019-12-31 | $114,372 |
| Participant contributions at end of year | 2019-12-31 | $3,533 |
| Participant contributions at end of year | 2019-12-31 | $3,533 |
| Participant contributions at beginning of year | 2019-12-31 | $14,719 |
| Participant contributions at beginning of year | 2019-12-31 | $14,719 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $259,899 |
| Value of net income/loss | 2019-12-31 | $259,899 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $836,440 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $836,440 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $576,541 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $576,541 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $832,907 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $832,907 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $561,822 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $561,822 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $658 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $658 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $155,742 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $155,742 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $72,678 |
| Contributions received in cash from employer | 2019-12-31 | $72,678 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $77,356 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $77,356 |
| Contract administrator fees | 2019-12-31 | $6,195 |
| Contract administrator fees | 2019-12-31 | $6,195 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | OBER & LITTLEFIELD, PLLC |
| Accountancy firm name | 2019-12-31 | OBER & LITTLEFIELD, PLLC |
| Accountancy firm EIN | 2019-12-31 | 474648903 |
| Accountancy firm EIN | 2019-12-31 | 474648903 |
