Filings through .
Emily Kwan Insurance Agency, Inc.
EIN 27-3603417insuranceLatest filing 2025
Plans
2
Retirement
1
$1.6M assets
Health & Benefits
1
Participants
10
131 WEST LAS TUNAS DRIVE - SAN GABRIEL, CA 91776626-281-6473emilykwan.netLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
EMILY KWAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$1.6M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
EMILY KWAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EMILY KWAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN | Profit-sharing | $1.6M | 5 | 2025 |
- #001 · Profit-sharing · 20255
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | EMILY KWAN INSURANCE AGENCY, INC. PROFIT SHARING PLAN | Self-funded | - | $0 | 0 | 2025 |
- #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans