BARBARA MARSHALL INSURANCE AGENCY, INC. 401(K) PLAN

[ EIN: 01-0614067 | Plan No. 001 ]

BARBARA MARSHALL INSURANCE AGENCY, INC. 401(K) PLAN, sponsored by BARBARA MARSHALL INSURANCE AGENCY, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 3 participants and total assets of $1,763,653 during the 2024 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

Plan Sponsor: BARBARA MARSHALL INSURANCE AGENCY, INC.

Location: 1045 FOOTHILL BLVD., LA CANADA, CA 91011

EIN: 010614067

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $1,763,653