Original filing (PDF)20250519153458NAL0000765761001

WATKINS LOOMIS AGENCY, INC.

Name: WATKINS LOOMIS AGENCY, INC. — THE WATKINS LOOMIS AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WATKINS LOOMIS AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

THE WATKINS LOOMIS AGENCY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATKINS LOOMIS AGENCY, INC..

Plan sponsor

Name

WATKINS LOOMIS AGENCY, INC.

EIN

13-1452740

Address

P.O. BOX 20925 PARK WEST FINANCIAL · NEW YORK, NY · 10025

Phone

(212) 532-0080

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

DOOR 24 ENTERTAINMENT INC.

DOOR 24 ENTERTAINMENT INC. 401K PLAN

$1.1M · 3 participants

NINJA, INC.

NINJA, INC. 401(K) PLAN

$1.1M · 4 participants

ACT PRODUCTIONS, INC.

ACT PRODUCTIONS, INC. 401(K) PLAN

$1.1M · 3 participants

JP LITERARY, INC.

JP LITERARY, INC. PROFIT SHARING PLAN

$1.1M · 2 participants

ARAGI, INC.

ARAGI, INC. 401(K) PLAN

$1.1M · 2 participants