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401k Sponsoring company profile

IMZ FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:IMZ FINANCIAL SERVICES, INC.
Employer identification number (EIN):510488023
NAIC Classification:523900

The following addresses have been detected on the 401k submissions:

USA Mailing Address
137 W ROYAL PALM ROAD
BOCA RATON
FL
33432
Date first seen: 2007-09-01
Date last seen: 2023-12-31
USA Location Address
137 W ROYAL PALM ROAD
BOCA RATON
FL
33432
Date first seen: 2007-09-01
Date last seen: 2023-12-31

IMZ FINANCIAL SERVICES, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002IMZ FINANCIAL SERVICES 401K PLAN2015-01-01 2007-01-01
003IMZ FINANCIAL SERVICES, INC. CASH BALANCE PLAN2015-01-01 2014-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2023-01-13Employer Contributions $ 300,000 1 $ 300,000
2023-01-13Employee Contributions $ 300,000 1 $ 300,000
2019-12-28Employer Contributions $ 65,000 4 $ 16,250
2019-12-28Employee Contributions $ 65,000 4 $ 16,250
2019-08-21Employer Contributions $ 50,000 4 $ 12,500
2019-08-21Employee Contributions $ 50,000 4 $ 12,500
2019-07-24Employer Contributions $ 50,000 4 $ 12,500
2019-07-24Employee Contributions $ 50,000 4 $ 12,500
2019-02-14Employer Contributions $ 40,000 4 $ 10,000
2019-02-14Employee Contributions $ 40,000 4 $ 10,000
2019-01-16Employer Contributions $ 40,000 4 $ 10,000
2019-01-16Employee Contributions $ 40,000 4 $ 10,000
2018-12-14Employer Contributions $ 20,000 2 $ 10,000
2018-12-14Employee Contributions $ 20,000 2 $ 10,000
2018-08-22Employer Contributions $ 50,000 2 $ 25,000
2018-08-22Employee Contributions $ 50,000 2 $ 25,000
2017-12-28Employer Contributions $ 25,000 2 $ 12,500
2017-12-28Employee Contributions $ 25,000 2 $ 12,500
2017-11-15Employer Contributions $ 100,000 2 $ 50,000
2017-11-15Employee Contributions $ 100,000 2 $ 50,000
2017-08-03Employer Contributions $ 25,000 2 $ 12,500
2017-08-03Employee Contributions $ 25,000 2 $ 12,500
2017-02-03Employer Contributions $ 6,095 2 $ 3,048
2017-02-03Employee Contributions $ 6,095 2 $ 3,048
2017-01-03Employer Contributions $ 15,873 2 $ 7,937
2017-01-03Employee Contributions $ 15,873 2 $ 7,937
2016-10-04Employer Contributions $ 25,397 2 $ 12,699
2016-10-04Employee Contributions $ 25,397 2 $ 12,699
2016-07-07Employer Contributions $ 5,935 2 $ 2,968
2016-07-07Employee Contributions $ 5,935 2 $ 2,968
2016-05-31Employer Contributions $ 86,700 2 $ 43,350
2016-05-31Employee Contributions $ 86,700 2 $ 43,350
2016-03-11Employer Contributions $ 31,785 2 $ 15,893
2016-03-11Employee Contributions $ 31,785 2 $ 15,893
2015-04-13Employer Contributions $ 90,000 3 $ 30,000
2015-04-13Employee Contributions $ 90,000 3 $ 30,000
2015-01-02Employer Contributions $ 2,215 3 $ 738
2015-01-02Employee Contributions $ 2,215 3 $ 738

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