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WHITMAN & SAMUELSON INSURANCE SERVICES, INC.

EIN 94-1560032-insurance-Latest filing 2024
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
4
1012 CLEGG COURT - PETALUMA, CA 94954707-794-8701whitman-insurance.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001ProfitSharing-$1.9M - 4 part

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Retirement#001

WHITMAN & SAMUELSON INSURANCE 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITMAN & SAMUELSON INSURANCE 401(K) PROFIT SHARING PLANProfitSharing$1.9M42024
Retirement plans
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