How big is Dynamic Insurance Agency LLC's plan?

Dynamic Insurance Agency LLC's plan reported $444K in assets and 11 participants for 2023.

Original filing (PDF)20240515075422NAL0057986416001

Dynamic Insurance Agency LLC

Name: Dynamic Insurance Agency LLC — Dynamic Insurance, Form 5500 (2023)
Creator: Dynamic Insurance Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dynamic Insurance Agency LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Dynamic Insurance Agency LLC's Dynamic Insurance Agency LLC 401(k) Profit Sharing Plan & Trust held $444K in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$444K

Net assets (EOY)

$444K

People on this filing

David Ivankovic signed Dynamic Insurance Agency LLC's 2023 Form 5500 as plan administrator.

David Ivankovic — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dynamic Insurance Agency LLC's EIN is 14-1868507.

EIN 14-1868507

Plan number 001

Plan year 2023

ACK ID 20240515075422NAL0057986416001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Dynamic Insurance Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Dynamic Insurance Agency LLC'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 DYNAMIC INSURANCE AGENCY LLC.

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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