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

[ EIN: 33-0802134 | Plan No. 002 ]

Form 5500 filing classifies PG INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN as a Profit Sharing plan, sponsored by PG INSURANCE SERVICES, INC.. The plan is a Large Plan with 8 participants and total assets of $2,149,316 reported for the 2023 plan year.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: PG INSURANCE SERVICES, INC.

Location: 23232 PERALTA DRIVE, SUITE 209, LAGUNA HILLS, CA 92653

EIN: 330802134

Plan Number: 002

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 8

Total Assets: $2,149,316

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