OpenERISA

Jim Buckley & Associates, INC.

Anaheim, CA, 92808

EIN 33-0969404
Plans
2
Total participants
29
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524290
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF002Jim Buckley & Associates, INC. 401(K) Profit Sharing Plan And Trust4
2024Form 5500-SF003Jim Buckley & Associates, INC. Cash Balance Plan4
2023Form 5500-SF002Jim Buckley & Associates, INC. 401(K) Profit Sharing Plan And Trust6
2022Form 5500-SF002Jim Buckley & Associates, INC. 401(K) Profit Sharing Plan And Trust5
2021Form 5500-SF002Jim Buckley & Associates, INC. 401(K) Profit Sharing Plan And Trust5
2020Form 5500-SF002Jim Buckley & Associates, INC. 401(K) Profit Sharing Plan And Trust5

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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