OpenERISA

Morris & Garritano Insurance Agency, INC.

San Luis Obispo, CA, 93401

EIN 95-2304670
Plans
2
Total participants
1,336
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524140
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500002Morris & Garritano Insurance Agency, INC. 401K Profit Sharing Plan134
2024Form 5500501Morris & Garritano Insurance Agency, INC. Welfare Benefit Plan150
2023Form 5500002Morris & Garritano Insurance Agency, INC. 401K Profit Sharing Plan138
2023Form 5500501Morris & Garritano Insurance Agency, INC. Welfare Benefit Plan151
2022Form 5500002Morris & Garritano Insurance Agency, INC. 401K Profit Sharing Plan131
2022Form 5500501Morris & Garritano Insurance Agency, INC. Welfare Benefit Plan140
2021Form 5500002Morris & Garritano Insurance Agency, INC. 401K Profit Sharing Plan126
2021Form 5500501Morris & Garritano Insurance Agency, INC. Welfare Benefit Plan123
2020Form 5500002Morris & Garritano Insurance Agency, INC. 401K Profit Sharing Plan123
2020Form 5500501Morris & Garritano Insurance Agency, INC. Welfare Benefit Plan120

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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