MORNINGSTAR INSURANCE BROKERS 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 95-4634066 | Plan No. 001 ]

Form 5500 records indicate that MORNINGSTAR INSURANCE BROKERS 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) plan sponsored by MORNINGSTAR INSURANCE BROKERS. The plan is classified as a Small Plan with 5 participants and assets totaling $310,470 for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: MORNINGSTAR INSURANCE BROKERS

Location: 138 E HUNTINGTON DR, ARCADIA, CA 91006

EIN: 954634066

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $310,470

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