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STUART POON INSURANCE AGENCY I

EIN 83-2209749-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$853K assets
Welfare
0
Participants
3
2345 DAPPLEGRAY LN - WALNUT CREEK, CA 945966623925-765-4317
Plans on this EIN
1 filing
#001401k-$853K - 3 part

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Retirement#001

STUART POON INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$853K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STUART POON INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST401k$853K32025
Retirement plans
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