SIERRA SUMMIT SURETY INSURANCE SERVICES, INC. — SIERRA SUMMIT SURETY INSURANCE SERVICES, INC. SAFE HARBOR 401(K) COMPARABILITY PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
SIERRA SUMMIT SURETY INSURANCE SERVICES, INC. SAFE HARBOR 401(K) COMPARABILITY PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIERRA SUMMIT SURETY INSURANCE SERVICES, INC..
Plan sponsor
Name
SIERRA SUMMIT SURETY INSURANCE SERVICES, INC.
EIN
20-5938556
Address
7201 57TH AVENUE CT NW · GIG HARBOR, WA · 98335
Phone
(909) 919-2432
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-07-31
Filed
2023-08-29
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
