Imperial 401(K)/Profit Sharing Plan — Form 5500 plan (Spenuzza, Inc.)

Plain-English plan 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 401(K)/Profit Sharing Plan is a benefit plan reported by Spenuzza, Inc. under EIN 95-3730562 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spenuzza, Inc.
EIN
95-3730562
Plan number
001
Plan type
2
Location
Corona, CA
Latest filing year
2023
Participants
118
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20240812181122NAL0005618659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$6,520,157

Income & contributions

Employer contributions
$21,921
Participant contributions
$87,797
Total contributions
$153,811
Total income / additions
$755,420

Expenses & distributions

Benefits paid
$227,163
Administrative expenses
$29,022
Total expenses
$256,185
Net increase / (decrease)
$499,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Independent Financial GroupADVISOR$15,246$02023
Stancorp Financial GroupRECORDKEEPER$13,776$02023
Charles SchwabCUSTODIAN$0$6362023

Related Form 5500 pages