How big is IMEX, Inc.'s plan?

IMEX, Inc.'s plan reported $962K in assets and 9 participants for 2024.

Original filing (PDF)20251015133522NAL0004690129001

IMEX, Inc.

Name: IMEX, Inc. — IMEX, Inc. 401(k) Plan, Form 5500 (2024)
Creator: IMEX, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IMEX, Inc. 401(k) Plan

401(k) retirement plan · IMEX, Inc.'s IMEX, Inc. 401(k) Plan held $962K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$962K

Net assets (EOY)

$962K

Plan identifiers

IMEX, Inc.'s EIN is 34-1927008.

EIN 34-1927008

Plan number 003

Plan year 2024

ACK ID 20251015133522NAL0004690129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for IMEX, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

IMEX, INC.

EIN

all filings

Address

6150 PARKLAND BLVD. · SUITE110 · MAYFIELD HEIGHTS, OH · 44124

Phone

(216) 504-0400

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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