ENCIRCLE INSURANCE SERVICES, INC. 401 (K) PROFIT SHARING PLAN

[ EIN: 33-0594313 | Plan No. 002 ]

ENCIRCLE INSURANCE SERVICES, INC. 401 (K) PROFIT SHARING PLAN is reported on Form 5500 as a 401(k) plan sponsored by ENCIRCLE INSURANCE SERVICES, INC.. For the 2024 plan year, the plan had 2 participants and total assets of $6,322,173.

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

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Plan Sponsor: ENCIRCLE INSURANCE SERVICES, INC.

Location: 8605 ASPECT DRIVE, SAN DIEGO, CA 92108

EIN: 330594313

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 2

Total Assets: $6,322,173

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