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  2. Jeff Ward Insurance Agency, Inc

Filings through Oct 24, 2026.

Jeff Ward Insurance Agency, Inc

EIN 82-3892236-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$615K assets
Health & Benefits
0
Participants
13
18207 VETERANS MEMORIAL DRIVE E, #1 - BONNEY LAKE, WA 98391253-987-5274
Plans on this EIN
1 filing
#001401(k)-$615K - 13 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

JEFF WARD INSURANCE AGENCY 401(K) PLAN

401(k)

Assets$615K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JEFF WARD INSURANCE AGENCY 401(K) PLAN401(k)$615K132025
  • JEFF WARD INSURANCE AGENCY 401(K) PLAN$615K
    #001 · 401(k) · 202513
Retirement plans
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