THE INSURANCE ARTIST LLC CBS BENEFIT PLAN 401k Plan overview

THE INSURANCE ARTIST LLC CBS BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	THE INSURANCE ARTIST LLC
Employer identification number (EIN):	851657938
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2023-06-01	JOSEPH HSU	2024-12-30
501	2022-06-01	SHAWNA BURTON	2023-12-27
501	2021-06-01	SHAWNA BURTON	2022-12-29
501	2021-01-01	SHAWNA BURTON	2021-12-14

Plan Statistics for THE INSURANCE ARTIST LLC CBS BENEFIT PLAN

Measure	Date	Value
2025: THE INSURANCE ARTIST LLC CBS BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-30	2
Total number of particpants at end of year	2025-04-30	2
2024: THE INSURANCE ARTIST LLC CBS BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-12-30	2
Total number of particpants at end of year	2024-12-30	2

Financial Data on THE INSURANCE ARTIST LLC CBS BENEFIT PLAN

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