· 2022–2024 · DOL EFAST2

Terry Powell Insurance Agency — Terry Powell, Form 5500 (2025)

Original filing (PDF)20260420174119NAL0001633393001

Terry Powell Insurance Agency

Form 5500-SF

FILING_RECEIVED

Terry Powell Insurance Agency 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Terry Powell Insurance Agency's Terry Powell Insurance Agency 401(k) Profit Sharing Plan & Trust held $35K in plan assets for 8 participants in 2025.

Active participants

8

Accounts w/ balance

5

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan health score

Above-average plan

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

37

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

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 TERRY POWELL INSURANCE AGENCY.

Plan sponsor

Name

TERRY POWELL INSURANCE AGENCY

EIN

Address

220 PHOENIX MILLS · VICTOR, NY · 14564

Phone

(585) 727-2591

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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