Original filing (PDF)20230310121639NAL0013976305001

BEALS INSURANCE AGENCY

Name: BEALS INSURANCE AGENCY — BEALS INSURANCE AGENCY 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: BEALS INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

BEALS INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEALS INSURANCE AGENCY.

Plan sponsor

Name

BEALS INSURANCE AGENCY

EIN

26-2240959

Address

2646 PALMA DRIVE, SUITE 155-4 · VENTURA, CA · 93003

Phone

(805) 379-2022

Industry

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

2023-03-07

Filed

2023-03-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

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.

Service providers (Schedule C)

Small plans don't disclose service providers

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