OpenERISA

California Southwestern Insurance Agency

Lake Forest, CA, 92630

EIN 95-2786855
Plans
1
Total participants
96
Filing years
2024, 2023, 2022, 2020
NAICS
524210

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001California Southwestern Insurance Agency 401(K) Profit Sharing Plan18
2024Form 5500001California Southwestern Insurance Agency 401(K) Profit Sharing Plan18
2023Form 5500001California Southwestern Insurance Agency 401(K) Profit Sharing Plan23
2022Form 5500001California Southwestern Insurance Agency 401(K) Profit Sharing Plan15
2020Form 5500001California Southwestern Insurance Agency 401(K) Profit Sharing Plan22

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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