Original filing (PDF)20240603115538NAL0031331360001

BUDGE INSURANCE SERVICES

Name: BUDGE INSURANCE SERVICES — BUDGE INSURANCE SERVICES 401(K) PLAN, Form 5500 (2023)
Creator: BUDGE INSURANCE SERVICES

Form 5500-SF

FILING_RECEIVED

BUDGE INSURANCE SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

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 BUDGE INSURANCE SERVICES.

Plan sponsor

Name

BUDGE INSURANCE SERVICES

EIN

35-2751138

Address

2130 WALNUT STREET · LAVERNE, CA · 91750

Phone

(909) 525-5940

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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