SUN COAST GENERAL INSURANCE AGENCY, INC. EMPLOYEES' SAVINGS PLAN

[ EIN: 33-0167527 | Plan No. 004 ]

Form 5500 records indicate that SUN COAST GENERAL INSURANCE AGENCY, INC. EMPLOYEES' SAVINGS PLAN is a 401(k) plan sponsored by SUN COAST GENERAL INSURANCE AGENCY, INC.. The plan is classified as a Small Plan with 24 participants and assets totaling $3,060,718 for the 2024 plan year.

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

---

Plan Sponsor: SUN COAST GENERAL INSURANCE AGENCY, INC.

Location: 11 ORCHARD #104, LAKE FOREST, CA 92630

EIN: 330167527

Plan Number: 004

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 24

Total Assets: $3,060,718

---