MCISAAC FINANCIAL & INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLA

[ EIN: 33-0064170 | Plan No. 002 ]

MCISAAC FINANCIAL & INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLA, sponsored by MC ISAAC FINANCIAL & INSURANCE SERVICES, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 3 participants and total assets of $657,577 during the 2023 reporting period.

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

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Plan Sponsor: MC ISAAC FINANCIAL & INSURANCE SERVICES, INC.

Location: 30 CORPORATE PARK DR STE 306, IRVINE, CA 92606

EIN: 330064170

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $657,577

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