Original filing (PDF)20240812181122NAL0005618659001

SPENUZZA, INC.

Name: SPENUZZA, INC. — IMPERIAL 401(K)/PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SPENUZZA, INC.

Form 5500

FILING_RECEIVED

IMPERIAL 401(K)/PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Filed 3.9 months past the 10.5-month grace window.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPENUZZA, INC..

Plan sponsor

Name

SPENUZZA, INC.

DBA

IMPERIAL MANUFACTURING

EIN

95-3730562

Address

1128 SHERBORN STREET · CORONA, CA · 92879

Phone

(951) 281-1830

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-06-01

Filed

2024-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WITHUM, SMITH & BROWN, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB	94-1737782	SAN FRANCISCO, CA	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	PORTLAND, OR	RECORDKEEPER	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INDEPENDENT FINANCIAL GROUP	71-0927304	SAN DIEGO, CA	ADVISOR	$15K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.