SODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN

[ EIN: 04-2582220 | Plan No. 002 ]

The SODERBERG INSURANCE SERVICES, INC. RETIREMENT PLAN plan, sponsored by SODERBERG INSURANCE SERVICES, INC., is listed in Form 5500 data as a Defined Benefit plan. The filing reports 10 participants and total assets of $1,393,300 for plan year 2023.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: SODERBERG INSURANCE SERVICES, INC.

Location: 200 BROADWAY, LYNNFIELD, MA 01940

EIN: 042582220

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 10

Total Assets: $1,393,300

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