How big is Augustine Insurance Agency Inc.'s plan?

Augustine Insurance Agency Inc.'s plan reported $91K in assets and 9 participants for 2024.

Original filing (PDF)20250611084333NAL0015592481001

Augustine Insurance Agency Inc.

Name: Augustine Insurance Agency Inc. — Form 5500 (2024)
Creator: Augustine Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Augustine Insurance Agency Inc. held $91K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

People on this filing

Shirley Horner signed Augustine Insurance Agency Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Augustine Insurance Agency Inc.'s EIN is 20-0076369.

EIN 20-0076369

Plan number 001

Plan year 2024

ACK ID 20250611084333NAL0015592481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Augustine Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUGUSTINE 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