Imperial Capital, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Imperial Capital, LLC (EIN 95-4644495) is a plan sponsor located in Los Angeles, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-4644495
Location
Los Angeles, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$38,056,249
Total reported net assets (EOY)
$38,056,249

Contributions & income

Employer contributions
$319,458
Participant contributions
$1,580,551
Total income / additions
$7,922,026

Expenses & distributions

Benefits paid / distributions
$2,303,239
Total expenses
$2,385,600
Net increase / (decrease)
$5,536,426

Coverage

Total reported participants
213
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Imperial Capital, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Imperial Capital, LLC 401(K) Plan001213$38,056,2492023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Imperial Capital, LLC
YearPlanParticipantsSchedulesFiling
2023The Imperial Capital, LLC 401(K) Plan213H, C20241015212927NAL0029703665001

Related Form 5500 pages