PHIL LEVI Insurance Agency Inc. (EIN 20-2157592) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $523K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| PLIA Inc. 401(k) Plan | 001 | 3 | $314K |
| PLIA Inc. Cash Balance Plan | 002 | 3 | $210K |
20-2157592 is the Employer Identification Number (EIN) PHIL LEVI Insurance Agency Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
