Ron Okum Insurance Agency, INC DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Ron Okum Insurance Agency, INC
  • Sponsor EIN: 953806400
  • Sponsor Address: 180 SOUTH LAKE AVENUE SUITE 215, PASADENA, CA, 91101
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $728,185

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$728,185$4,000$0
20222$728,185$4,000$0

Similar Plans