ROBERT BELL INSURANCE BROKERS 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 33-0118829 | Plan No. 001 ]

Form 5500 records indicate that ROBERT BELL INSURANCE BROKERS 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) plan sponsored by ROBERT BELL INSURANCE BROKERS. The plan is classified as a Small Plan with 9 participants and assets totaling $267,220 for the 2021 plan year.

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

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Plan Sponsor: ROBERT BELL INSURANCE BROKERS

Location: 605 EAST ALVARADO STE 200, FALLBROOK, CA 92028

EIN: 330118829

Plan Number: 001

Plan Year: 2021

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 9

Total Assets: $267,220

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