California Southwestern Insurance Agency 401(K) Profit Sharing Plan — Form 5500 plan (California Southwestern Insurance Agency)
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, California Southwestern Insurance Agency 401(K) Profit Sharing Plan is a benefit plan reported by California Southwestern Insurance Agency under EIN 95-2786855 and plan number 001. The latest loaded filing year is 2023. The filing reports 22 participants and $3,068,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Southwestern Insurance Agency
- EIN
- 95-2786855
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Forest, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I | 20250602162037NAL0006697155001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,068,704
- Net assets (EOY)
- $3,068,704
- Net assets (BOY)
- $2,701,520
Income & contributions
- Employer contributions
- $64,329
- Participant contributions
- $119,072
- Total income / additions
- $443,816
Expenses & distributions
- Benefits paid
- $68,695
- Total expenses
- $76,632
- Net increase / (decrease)
- $367,184
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.