Employers › IMA Financial Group
Recordkeeping fees per participant · IMA Financial Group, Inc. 401(k) Profit Sharing Plan and Trust · plan year 2024
$132.27
Higher than 97% of the 1,697 plans $250M to 1B that report it.
= $394,158 / 2,980
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260206130625NAL0006705984001, received 2026-02-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260206130625NAL0006705984001, received 2026-02-06
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-02-06.
Administrative expenses excluding investment management, per participant
$132.27
Higher than 87% of the 2,324 plans $250M to 1B that report it.
= $394,158 / 2,980
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260206130625NAL0006705984001, received 2026-02-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260206130625NAL0006705984001, received 2026-02-06
Administrative expenses per participant
$193.35
Higher than 89% of the 2,405 plans $250M to 1B that report it.
= $576,174 / 2,980
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260206130625NAL0006705984001, received 2026-02-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260206130625NAL0006705984001, received 2026-02-06
Administrative expenses as a share of assets
0.182%
Higher than 90% of the 2,407 plans $250M to 1B that report it.
= $576,174 / $317,218,834
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260206130625NAL0006705984001, received 2026-02-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260206130625NAL0006705984001, received 2026-02-06
Employer contributions per participant
$4,003
Higher than 63% of the 2,457 plans $250M to 1B that report it.
= $11,928,484 / 2,980
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260206130625NAL0006705984001, received 2026-02-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260206130625NAL0006705984001, received 2026-02-06
Employer share of total contributions
21.1%
Higher than 19% of the 2,459 plans $250M to 1B that report it.
= $11,928,484 / $56,552,495
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260206130625NAL0006705984001, received 2026-02-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260206130625NAL0006705984001, received 2026-02-06
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260206130625NAL0006705984001, received 2026-02-06
| Field | Value | Source |
|---|---|---|
| Plan sponsor | IMA FINANCIAL GROUP, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Plan name | IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Sponsor EIN / plan number | 48-0805634 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Sponsor location | WICHITA, KS | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Industry (business code) | 524210, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Filing received | 2026-02-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Participants, beginning of year | 2,765 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Active participants | 2,726 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Participants, end of year | 3,041 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Participants with an account balance | 2,980 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Total assets, beginning of year | $233,399,641 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Total assets, end of year | $317,218,834 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Net assets, end of year | $317,218,834 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Total income | $90,234,354 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Net income | $69,669,723 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Employer contributions | $11,928,484 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Participant contributions | $23,606,547 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Other contributions (incl. rollovers) | $21,017,464 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Total contributions | $56,552,495 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Benefit payments | $19,986,450 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Total expenses (incl. benefit payments) | $20,564,631 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Total administrative expenses | $576,174 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Recordkeeping fees | $394,158 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Investment advisory and management fees | $182,016 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Administrative expenses excluding investment management | $394,158 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Held in common/collective trusts | $8,802,093 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Held in mutual funds | $295,759,691 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260206130625NAL0006705984001, received 2026-02-06 |
| Independent auditor | ALLEN, GIBBS AND HOULIK, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260206130625NAL0006705984001, received 2026-02-06 |
Position = column in the DOL layout for form year 2024. Filing 20260206130625NAL0006705984001, received 2026-02-06.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $394,158 | yes |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $182,016 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260206130625NAL0006705984001, received 2026-02-06.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $233,399,641 | $317,218,834 | 35.9% |
| Participants with a balance | 2,088 | 2,980 | 42.7% |
| Administrative expenses | $439,946 | $576,174 | 31.0% |
| Recordkeeping fees per participant | $145.18 | $132.27 | -8.9% |
| Employer contributions | $9,493,133 | $11,928,484 | 25.7% |
Prior filing 20241002143618NAL0008954913001, received 2024-10-02; the plan years are contiguous.
Sponsor name as filed: IMA FINANCIAL GROUP, INC.; SEC registrant: IMA Financial Group, Inc. (CIK 1673769, matched by EIN).