How big is IMEX, Inc.'s plan?

IMEX, Inc.'s plan reported $650K in assets and 6 participants for 2024.

Original filing (PDF)20251007131212NAL0011617602001

IMEX, Inc.

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

Form 5500-SF

FILING_RECEIVED

IMEX, Inc. Pension Plan and Trust

Defined-benefit pension plan · IMEX, Inc.'s IMEX, Inc. Pension Plan and Trust held $650K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

Plan identifiers

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

EIN 34-1927008

Plan number 004

Plan year 2024

ACK ID 20251007131212NAL0011617602001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

IMEX, INC.

EIN

all filings

Address

6150 PARKLAND BLVD. · SUITE 110 · 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

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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