Original filing (PDF)20260122153418NAL0004712481001

DAVID M. SOUZA INSURANCE AGENCY, INC.

Name: DAVID M. SOUZA INSURANCE AGENCY, INC. — DAVID M. SOUZA INSURANCE AGENCY INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID M. SOUZA INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

DAVID M. SOUZA INSURANCE AGENCY INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 DAVID M. SOUZA INSURANCE AGENCY, INC..

Plan sponsor

Name

DAVID M. SOUZA INSURANCE AGENCY, INC.

EIN

77-0416177

Address

101 SERRA WAY · MILPITAS, CA · 95035

Phone

(408) 262-7080

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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