COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC. RETIREMENT PLAN

[ EIN: 33-0083177 | Plan No. 002 ]

The COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC. RETIREMENT PLAN plan, sponsored by COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 10 participants and total assets of $3,005,401 for plan year 2023.

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

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Plan Sponsor: COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC.

Location: 1411 N. BATAVIA ST., STE. 201, ORANGE, CA 92867

EIN: 330083177

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $3,005,401

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