# Imz Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/imz-financial-services-inc-401k-plan

> Imz Financial Services, INC.'s 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 6

- **Total Assets:** $5.2M

## 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.|

| 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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