OpenERISA

Stuart Poon Insurance Agency I

Walnut Creek, CA, 945966623

EIN 83-2209749
Plans
1
Total participants
23
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
524210

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Stuart Poon Insurance Agency I 401(K) Profit Sharing Plan & Trust3
2024Form 5500-SF001Stuart Poon Insurance Agency I 401(K) Profit Sharing Plan & Trust4
2023Form 5500-SF001Stuart Poon Insurance Agency I 401(K) Profit Sharing Plan & Trust5
2022Form 5500-SF001Stuart Poon Insurance Agency I 401(K) Profit Sharing Plan & Trust5
2021Form 5500-SF001Stuart Poon Insurance Agency I 401(K) Profit Sharing Plan & Trust3
2020Form 5500-SF001Stuart Poon Insurance Agency I 401(K) Profit Sharing Plan & Trust3

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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