How big is Stephen Benjamin Insurance Agency, Inc.'s plan?

Stephen Benjamin Insurance Agency, Inc.'s plan reported $2.4M in assets and 5 participants for 2025.

Original filing (PDF)20260313112634NAL0007617281001

Stephen Benjamin Insurance Agency, Inc.

Name: Stephen Benjamin Insurance Agency, Inc. — Form 5500 Plan 003 (2025)
Creator: Stephen Benjamin Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Benjamin Insurance Agency, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Stephen Benjamin Insurance Agency, Inc.'s Stephen Benjamin Insurance Agency, Inc. 401(k) Profit Sharing Plan held $2.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Stephen Benjamin Insurance Agency, Inc.'s EIN is 04-2205750.

EIN 04-2205750

Plan number 003

Plan year 2025

ACK ID 20260313112634NAL0007617281001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stephen Benjamin Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stephen Benjamin Insurance Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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