DAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0189775 | Plan No. 003 ]

According to Department of Labor Form 5500 data, DAVID SCOTT INSURANCE AGENCY, INC. sponsors DAVID SCOTT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 4 participants and total assets of $2,243,947 for the plan year 2024.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: DAVID SCOTT INSURANCE AGENCY, INC.

Location: 8110 LA JOLLA SHORES DRIVE, LA JOLLA, CA 92037

EIN: 330189775

Plan Number: 003

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $2,243,947

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