COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC. CASH BALANCE PLAN

[ EIN: 33-0083177 | Plan No. 003 ]

Form 5500 filing classifies COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC. CASH BALANCE PLAN as a Defined Benefit plan, sponsored by COMMERCIAL SURETY BOND & INSURANCE AGENCY, INC.. The plan is a Small Plan with 9 participants and total assets of $291,799 reported for the 2023 plan year.

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

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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: 003

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 9

Total Assets: $291,799

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