Original filing (PDF)20250411175334NAL0026607185001

CUENCA & ASSOCIATES INSURANCE AGENCY INC

Name: CUENCA & ASSOCIATES INSURANCE AGENCY INC — CUENCA & ASSOCIATES INSURANCE AGENCY INC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CUENCA & ASSOCIATES INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

CUENCA & ASSOCIATES INSURANCE AGENCY INC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 CUENCA & ASSOCIATES INSURANCE AGENCY INC.

Plan sponsor

Name

CUENCA & ASSOCIATES INSURANCE AGENCY INC

EIN

94-2156207

Address

2990 INNSBRUCK DRIVE · REDDING, CA · 960030000

Phone

(530) 223-7700

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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