Plan5500

Socal Insurance & Financial Services, Inc. — 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, Socal Insurance & Financial Services, Inc. (EIN 83-1160887) is a plan sponsor located in Brea, 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
83-1160887
Location
Brea, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Socal Insurance & Financial Services, Inc.

  • 1 loaded plans hold $345.2K in reported assets.
  • The largest, Socal Insurance & Financial Services Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 4 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$344.8KSummed across loaded plans$344,828
Total reported assets$345.2K$345,184
Total reported participants4
Total reported liabilities$356

Reported net position

Reported assets = net assets + liabilities (summed)$345.2K total assets
Net assets$344.8KLiabilities$356
Contributions & income
Employer contributions$7.9K
Participant contributions$33.3K
Total income / additions$166.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$287
Net increase / (decrease)$166.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Socal Insurance & Financial Services Retirement Plan
Participants per plan4Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Socal Insurance & Financial Services Retirement Plan$345.2K
    Plan #001 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Socal Insurance & Financial Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Socal Insurance & Financial Services Retirement Plan4 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Socal Insurance & Financial Services, Inc. report on Form 5500?
Socal Insurance & Financial Services, Inc. (EIN 83-1160887) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Socal Insurance & Financial Services, Inc.?
The Employer Identification Number (EIN) reported for Socal Insurance & Financial Services, Inc. is 83-1160887.
What is the latest Form 5500 filing year for Socal Insurance & Financial Services, Inc.?
The latest loaded Form 5500 filing year for Socal Insurance & Financial Services, Inc. is 2023.

Related Form 5500 pages