NAUERTZ INSURANCE PROFIT SHARING PLAN

[ EIN: 95-4347007 | Plan No. 001 ]

NAUERTZ INSURANCE PROFIT SHARING PLAN is reported on Form 5500 as a Profit Sharing plan sponsored by NAUERTZ INSURANCE AGENCY. For the 2020 plan year, the plan had 2 participants and total assets of $1,242,251.

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

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Plan Sponsor: NAUERTZ INSURANCE AGENCY

Location: 491 B NORTH CENTRAL AVENUE, UPLAND, CA 91785

EIN: 954347007

Plan Number: 001

Plan Year: 2020

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 2

Total Assets: $1,242,251

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