What public Form 5500 filings show about the Gary Thompson Agency, Inc. 401(k) plan — and how to find and check your own account.
Gary Thompson Agency, Inc. (EIN 47-0597590) reports GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $0 in plan assets across 0 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Gary Thompson Agency, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JULY BUSINESS SERVICE, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Gary Thompson Agency, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): IFP ADVISORS.
