Plan5500

California Southwestern Insurance Agency — 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, California Southwestern Insurance Agency (EIN 95-2786855) is a plan sponsor located in Lake Forest, 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
95-2786855
Location
Lake Forest, CA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,068,704
Total reported assets$3.1M$3,068,704
Total reported participants22
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities—
Contributions & income
Employer contributions$64.3K
Participant contributions$119.1K
Total income / additions$443.8K
Expenses & distributions
Benefits paid / distributions$68.7K
Total expenses$76.6K
Net increase / (decrease)$367.2K

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%California Southwestern Insurance Agency 401(K) Profit Sharing Plan
Participants per plan22Average 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
    California Southwestern Insurance Agency 401(K) Profit Sharing Plan$3.1M
    Plan #001 · 22 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for California Southwestern Insurance Agency
YearPlanParticipantsSchedulesFiling
2023California Southwestern Insurance Agency 401(K) Profit Sharing Plan22I20250602162037NAL0006697155001

Related Form 5500 pages