Original filing (PDF)20250509154906NAL0020267536001

DAVID L. SIDLE AGENCY, INC

Name: DAVID L. SIDLE AGENCY, INC — DAVID L. SIDLE AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID L. SIDLE AGENCY, INC

Form 5500-SF

FILING_RECEIVED

DAVID L. SIDLE AGENCY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$723K

Net assets (EOY)

$723K

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.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DAVID L. SIDLE AGENCY, INC

EIN

16-1097472all filings

Address

PO BOX 802 · MONTOUR FALLS, NY · 14865

Phone

(607) 535-6501

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2S · Automatic enrollment

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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