Plan Snapshot
- Plan Sponsor: Imz Financial Services, INC.
- Sponsor EIN: 510488023
- Sponsor Address: 137 W ROYAL PALM ROAD, BOCA RATON, FL, 33432
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 6
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $6.3M | $0 | $0 |
| 2024 | 6 | $5.2M | $24,517 | $106,551 |
| 2023 | 5 | $3.9M | $27,760 | $84,619 |
| 2022 | 5 | $1.5M | $28,163 | $75,911 |
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