Sponsor portfolioTH
WESTGATE INSURANCE AGENCY INC.
EIN 34-1344965insuranceLatest filing 2025
Plans
2
Retirement
1
$749K assets
Welfare
1
Participants
5
3450 W CENTRAL AVENUE, SUITE 344 - TOLEDO, OH 43606419-536-2213westgateagency.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WESTGATE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN
401k
Assets$749K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
WESTGATE INSURANCE AGCY WELFARE PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WESTGATE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN | 401k | $749K | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WESTGATE INSURANCE AGCY WELFARE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans