How big is Foothill Valley Insurance Agency, LLC's plan?

Foothill Valley Insurance Agency, LLC's plan reported $869K in assets and 6 participants for 2025.

Original filing (PDF)20260422173440NAL0002083539001

Foothill Valley Insurance Agency, LLC

Name: Foothill Valley Insurance Agency, LLC — Foothill, Form 5500 (2025)
Creator: Foothill Valley Insurance Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foothill Valley Insurance 401(k) Profit Sharing Plan

401(k) retirement plan · Foothill Valley Insurance Agency, LLC's Foothill Valley Insurance 401(k) Profit Sharing Plan held $869K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$869K

Net assets (EOY)

$869K

People on this filing

Thomas Belton signed Foothill Valley Insurance Agency, LLC's 2025 Form 5500 as plan administrator.

Thomas Belton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Foothill Valley Insurance Agency, LLC's EIN is 83-1716925.

EIN 83-1716925

Plan number 001

Plan year 2025

ACK ID 20260422173440NAL0002083539001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Foothill Valley Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Foothill Valley Insurance Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOOTHILL VALLEY INSURANCE AGENCY, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score