How big is Imagine the Possibilities, Inc.'s plan?

Imagine the Possibilities, Inc.'s plan reported $16.3M in assets and 956 participants for 2023.

Original filing (PDF)20250415134109NAL0003308609001

Imagine the Possibilities, Inc.

Name: Imagine the Possibilities, Inc. — Imagine the, Form 5500 (2023)
Creator: Imagine the Possibilities, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Imagine the Possibilities, Inc. 401(k) Plan

401(k) retirement plan · Imagine the Possibilities, Inc.'s Imagine the Possibilities, Inc. 401(k) Plan held $16.3M in plan assets for 956 participants in 2023, with Mutual of America as recordkeeper.

Active participants

956

Accounts w/ balance

925

Plan assets (EOY)

$16.3M

Net assets (EOY)

$16.3M

People on this filing

JEFF Morris signed Imagine the Possibilities, Inc.'s 2023 Form 5500 as plan administrator.

JEFF Morris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Imagine the Possibilities, Inc.'s EIN is 23-7224698.

EIN 23-7224698

Plan number 001

Plan year 2023

ACK ID 20250415134109NAL0003308609001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Imagine the Possibilities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Imagine the Possibilities, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IMAGINE THE POSSIBILITIES, INC.

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (13th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

IMAGINE THE POSSIBILITIES, INC

EIN

all filings

Address

1710 E MAPLE STREET · MAQUOKETA, IA · 52060

Phone

(563) 652-5252

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORDKEEPER	$51K	—
JULY BUSINESS SERVICES LLC	74-2715820	WACO, TX	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC.

Investments

37 direct securities· $16.6M(100% of reported assets)

Other securities

$15.9M

16 holdings

Stable Value

$213K

2 holdings

Bonds / Notes

$166K

1 holding

Mutual Funds

$161K

12 holdings

Common Collective Trusts

$144K

6 holdings

					% of plan
MoA Clear Passage 2025 Fund * Mutual of America	Other securities	—	—	$3.1M	19.2%
MoA Clear Passage 2045 Fund Mutual Fund N/A	Other securities	—	—	$2.9M	17.8%
MoA Clear Passage 2035 Fund Mutual Fund N/A	Other securities	—	—	$2.1M	12.7%
MoA Clear Passage 2035 Fund * Mutual of America	Other securities	—	—	$2.1M	12.7%
MoA Clear Passage 2025 Fund Mutual Fund N/A	Other securities	—	—	$1.7M	10.1%
MoA Clear Passage 2050 Fund Mutual Fund N/A	Other securities	—	—	$1.6M	9.7%
MoA Clear Passage 2055 Fund Mutual Fund N/A	Other securities	—	—	$1.1M	6.6%
MoA Clear Passage 2060 Fund Mutual Fund N/A	Other securities	—	—	$475K	2.9%
Mutual of America	Other securities	—	—	$420K	2.6%
MoA Clear Passage 2020 Fund Mutual Fund N/A	Other securities	—	—	$324K	2.0%
Invesco Stable Value Trust A1 * PARTICIPANT LOANS	Stable Value	—	—	$169K	1.0%
Notes receivable from participants Maturing 2024 - 2029 at interest rates of 5.25% - 9.50%	Bonds / Notes	—	—	$166K	1.0%
MoA Retirement Income Fund Mutual Fund N/A	Other securities	—	—	$144K	0.9%
Calvert US Large Cap Core Rspnb Idx R6 Mutual Fund N/A	Common Collective Trusts	—	—	$55K	0.3%
MoA Mid Cap Equity Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$53K	0.3%
Dodge & Cox Stock * Mutual of America	Mutual Funds	—	—	$44K	0.3%
Invesco Stable Value Trust A1 Mutual Fund N/A	Stable Value	—	—	$44K	0.3%
Vanguard Total Bond Market Index Adm * Mutual of America	Mutual Funds	—	—	$32K	0.2%
Vanguard Treasury Money Market Investor Money Market Mutual Fund N/A	Mutual Funds	—	—	$32K	0.2%
MoA Equity Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$28K	0.2%
T. Rowe Price Blue Chip Growth I Mutual Fund N/A	Other securities	—	—	$22K	0.1%
Dodge & Cox Stock Mutual Fund N/A	Mutual Funds	—	—	$20K	0.1%
American Funds New World R6 Mutual Fund N/A	Mutual Funds	—	—	$11K	<0.1%
Vanguard International Growth Adm * Mutual of America	Mutual Funds	—	—	$5K	<0.1%
Vanguard Total Bond Market Index Adm Mutual Fund N/A	Mutual Funds	—	—	$5K	<0.1%
MoA Small Cap Equity Index Fund * Mutual of America	Common Collective Trusts	—	—	$3K	<0.1%
PIMCO Real Return Instl Mutual Fund N/A	Mutual Funds	—	—	$3K	<0.1%
MFS Mid Cap Value R6 Mutual Fund N/A	Mutual Funds	—	—	$3K	<0.1%
Loan Balance * Mutual of America	Other securities	—	—	$3K	<0.1%
BlackRock Mid-Cap Growth Equity K * Mutual of America	Other securities	—	—	$3K	<0.1%
Victory RS Small Cap Growth R6 Mutual Fund N/A	Other securities	—	—	$3K	<0.1%
Vanguard Treasury Money Market Investor * Mutual of America	Mutual Funds	—	—	$3K	<0.1%
Delaware Small Cap Value R6 Mutual Fund N/A	Common Collective Trusts	—	—	$3K	<0.1%
T. Rowe Price Blue Chip Growth I * Mutual of America	Mutual Funds	—	—	$2K	<0.1%
American Funds New World R6 * Mutual of America	Mutual Funds	—	—	$1K	<0.1%
BlackRock Mid-Cap Growth Equity K Mutual Fund N/A	Other securities	—	—	$1K	<0.1%
MoA Small Cap Equity Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1K	<0.1%