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CANON INSURANCE SERVICE — CANON INSURANCE SERVICE 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250612162403NAL0013071635001
CANON INSURANCE SERVICE
Form 5500-SF
FILING_RECEIVED
CANON INSURANCE SERVICE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
13
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CANON INSURANCE SERVICE
.
Find decision makers
Plan sponsor
Name
CANON INSURANCE SERVICE
EIN
95-2541476
Address
8383 WILSHIRE BLVD., SUITE 341 · BEVERLY HILLS, CA · 90211
Phone
(310) 859-8600
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-12
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
Related plans
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BUETTNER INSURANCE AGENCY, INC.
BUETTNER INSURANCE AGENCY, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
$3.6M · 7 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CREATIVE INSURANCE AGENCY INC.
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HMS AGENCY, INC.
HMS AGENCY, INC. 401(K) PROFIT SHARING PLAN
$3.6M · 13 participants
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$88.3B
