P 401(k) Plan Report

Stable plan record

SANTA MARIA INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by SANTA MARIA INSURANCE AGENCY I · EIN/PN 475461086-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,034
Administrative cost per participant
2025
$285
Active participants
2025
6
Total plan assets
2025
$303,092
Participant loans as a share of assets
2025
3.5%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260708125211NAL00172170590016$1,034
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.