2023 Form 5500 filing — California Southwestern Insurance Agency 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250602162037NAL0006697155001) for California Southwestern Insurance Agency 401(K) Profit Sharing Plan, reported by California Southwestern Insurance Agency under EIN 95-2786855 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.1MReported net assets$3,068,704
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20250602162037NAL0006697155001
- Plan sponsor
- California Southwestern Insurance Agency
- EIN
- 95-2786855
- Plan number
- 001
- Location
- Lake Forest, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $3,068,704
- Net assets (EOY)
- $3,068,704
- Employer contributions
- $64,329
- Participant contributions
- $119,072
- Total income / additions
- $443,816
- Benefits paid
- $68,695
- Total expenses
- $76,632
- Net increase / (decrease)
- $367,184