ERICKSON INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

[ EIN: 33-0308013 | Plan No. 001 ]

According to Department of Labor Form 5500 data, STEVEN J. ERICKSON INSURANCE AGENCY sponsors ERICKSON INSURANCE AGENCY 401(K) PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 8 participants and total assets of $1,515,465 for the plan year 2014.

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

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Plan Sponsor: STEVEN J. ERICKSON INSURANCE AGENCY

Location: 7560 UNIVERSITY AVENUE, SUITE C, LA MESA, CA 91942

EIN: 330308013

Plan Number: 001

Plan Year: 2014

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $1,515,465

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