OpenERISA

Imz Financial Services, INC.

Boca Raton, FL, 33432

EIN 51-0488023
Plans
2
Total participants
31
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500002Imz Financial Services 401K Plan6
2023Form 5500002Imz Financial Services 401K Plan5
2022Form 5500002Imz Financial Services 401K Plan5
2022Form 5500003Imz Financial Services, INC. Cash Balance Plan3
2022Form 5500003Imz Financial Services, INC. Cash Balance Plan0
2021Form 5500002Imz Financial Services 401K Plan4
2021Form 5500003Imz Financial Services, INC. Cash Balance Plan2
2020Form 5500002Imz Financial Services 401K Plan4
2020Form 5500003Imz Financial Services, INC. Cash Balance Plan2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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