Sharon Morrison signed Imagine One Technology & Management, Ltd.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Imagine One Technology & Management, Ltd.'s EIN is 52-2105248.
Download the official 2023 Form 5500 (PDF) for Imagine One Technology & Management, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Imagine One Technology & Management, Ltd.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES LLC | 13-4238973 | CHARLOTTESVILLE, VA | PLAN ADMINISTRATOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | AUDITOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Image One Technology & Image One Technologies & Management, Ltd. Stock 219,190 Shares | Common Stocks | — | $15.0M | $14.5M | 79.1% | |
| PNC Bank Cash - Interest Bearing | Cash / Money Market | — | $1.0M | $1.0M | 5.7% | |
| BANK OF AMERICA Certificates of Deposit | Other securities | — | $399K | $398K | 2.2% | |
| SYNCHRONY BANK Certificates of Deposit | Other securities | — | $270K | $272K | 1.5% | |
| MORGAN STANLEY BANK Certificates of Deposit | Other securities | — | $269K | $270K | 1.5% | |
| WELLS FARGO BANK NA Certificates of Deposit | Other securities | — | $264K | $264K | 1.4% | |
| CAPITAL ONE BANK Certificates of Deposit | Other securities | — | $230K | $231K | 1.3% | |
| CITY NB Certificates of Deposit | Other securities | — | $226K | $224K | 1.2% | |
| WESTERN ALLIANCE BANK Certificates of Deposit | Other securities | — | $213K | $214K | 1.2% | |
| SAFRA NATIONAL BANK Certificates of Deposit | Other securities | — | $156K | $155K | 0.8% | |
| FIRST COMMERCE BANK Certificates of Deposit | Other securities | — | $126K | $126K | 0.7% | |
| SALLIE MAE BANK Certificates of Deposit | Other securities | — | $125K | $125K | 0.7% | |
| FIRST UNITED BANK & TRUST Certificates of Deposit | Other securities | — | $116K | $116K | 0.6% | |
| UBS BANK USA Certificates of Deposit | Other securities | — | $101K | $101K | 0.6% | |
| FLAGSTAR BANK NATIONAL ASSOCIATION Certificates of Deposit | Other securities | — | $100K | $98K | 0.5% | |
| BANC OF CALIFORNIA Certificates of Deposit | Other securities | — | $72K | $70K | 0.4% | |
| UNITED BANK IA IDA GROVE Certificates of Deposit | Other securities | — | $65K | $64K | 0.4% | |
| AMERICAN EXPRESS Certificates of Deposit | Other securities | — | $29K | $28K | 0.2% | |
| ALLY BANK Certificates of Deposit | Other securities | — | $20K | $20K | 0.1% | |
| Raymond James Cash - Interest Bearing | Cash / Money Market | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TUCKER & MELTZER | — | OWINGS, MD | APPRAISAL | $13K | — |
