Original filing (PDF)20250916161802NAL0005518370001

KATHY SCOTT INSURANCE AGENCY, INC.

Name: KATHY SCOTT INSURANCE AGENCY, INC. — KATHY SCOTT INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: KATHY SCOTT INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

KATHY SCOTT INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHY SCOTT INSURANCE AGENCY, INC..

Plan sponsor

Name

KATHY SCOTT INSURANCE AGENCY, INC.

EIN

02-0663666all filings

Address

6026 SAN JOSE BOULEVARD · JACKSONVILLE, FL · 32217

Phone

(904) 730-3665

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator