Pg Insurance Services, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pg Insurance Services, INC.
  • Sponsor EIN: 330802134
  • Sponsor Address: 23232 PERALTA DRIVE, SUITE 209, LAGUNA HILLS, CA, 92653
  • Plan Type: DC
  • Plan Number: 002
  • Total Participants: 3
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20233$2.1M$17,352$9,035
20223$2.2M$3,577$5,958

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