How much does Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.) contribute to its ESOP?

In 2022, employer contributions to the Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.) plan averaged $66 per active participant, below the $2,266 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.) 401(k)?

The average participant account balance was $111,234 for plan year 2022, based on 119 accounts.

Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.)ESOP

Name: Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.) 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

IPMG LEGACY, INC. (F/K/A R.H. WINE & CO., INC.) EMPLOYEE STOCK OWNERSHIP PLAN · ST. CHARLES, IL · plan year 2022

Employer contribution per participant · 2022

$66

Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.)'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $13,236,802 across 119 participant accounts, with employer contributions averaging $66 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Illinois (2,123rd of 3,702), and 3,669th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$13,236,802
Participants with balances119
Active participants97
Employer contributions$6,437
Employee contributions—
Employer contribution per active participant$66
Average account balance$111,234
Benefits paid to participants$26,923,736
Plan auditUnmodified (clean) audit opinion
AuditorPKF MUELLER

Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$4.0M · 118 accts
2023$3.8M · 118 accts
2022$13.2M · 119 accts · $6K emplr

Employer contributions to the Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.) plan · 2022

Employer contribution per active participant$66

Median for plans this size$2,266

Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.)'s 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history4

2025Not separately reported

2024Not separately reported

2023Not separately reported

2022Not separately reported

All plans at this employer2

R.H. WINE & CO., INC. 401(K) PLAN401(k)

IPMG LEGACY, INC. (F/K/A R.H. WINE & CO., INC.) EMPLOYEE STOCK OWNERSHIP PLANESOP

Same employer

Ipmg Legacy, Inc. (F/K/A R.H. Wine & Co., Inc.)'s health & benefits plan: carriers, premiums & broker pay

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Source: U.S. Department of Labor, Form 5500 series, EIN 363118653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.