Tsuneishi Insurance Agency INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tsuneishi Insurance Agency INC
  • Sponsor EIN: 953532639
  • Sponsor Address: 21235 HAWTHORNE BLVD STE 200, TORRANCE, CA, 905035525
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $1.4M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$1.4M$14,500$23,762
202312$1.1M$12,822$20,571
202213$862,278$9,482$16,525

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