OpenERISA

Protective Financial & Insurance Services, INC.

Santa Barbara, CA, 93101

EIN 77-0369608
Plans
2
Total participants
43
Filing years
2023, 2022, 2021, 2020
NAICS
524210

Benefit plans on file

YearFormPlan #Plan nameParticipants
2023Form 5500002Pfis Defined Benefit Pension Plan And Trust3
2022Form 5500001Pfis 401(K) Profit Sharing Plan And Trust10
2022Form 5500002Pfis Defined Benefit Pension Plan And Trust4
2021Form 5500001Pfis 401(K) Profit Sharing Plan And Trust9
2021Form 5500002Pfis Defined Benefit Pension Plan And Trust4
2020Form 5500001Pfis 401(K) Profit Sharing Plan And Trust9
2020Form 5500002Pfis Defined Benefit Pension Plan And Trust4

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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