BRUCE SMITH & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

[ EIN: 33-0196136 | Plan No. 003 ]

BRUCE SMITH & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN is reported on Form 5500 as a Defined Benefit plan sponsored by BRUCE SMITH & ASSOC INS. & ANNUITY SERVICES, INC. For the 2016 plan year, the plan had 2 participants and total assets of $4,930,533.

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

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Plan Sponsor: BRUCE SMITH & ASSOC INS. & ANNUITY SERVICES, INC

Location: 9820 WILLOW CREEK ROAD, SUITE 440, SAN DIEGO, CA 92131

EIN: 330196136

Plan Number: 003

Plan Year: 2016

Plan Size: Large Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 2

Total Assets: $4,930,533

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