How big is Chuck Swenson INS Agency Inc.'s plan?

Chuck Swenson INS Agency Inc.'s plan reported $1.7M in assets and 15 participants for 2024.

Original filing (PDF)20251006092605NAL0003416737001

Chuck Swenson INS Agency Inc.

Name: Chuck Swenson INS Agency Inc. — Chuck Swenson Agency, Form 5500 (2024)
Creator: Chuck Swenson INS Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chuck Swenson Agency 401(k) Plan

401(k) retirement plan · Chuck Swenson INS Agency Inc.'s Chuck Swenson Agency 401(k) Plan held $1.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Donald Swenson signed Chuck Swenson INS Agency Inc.'s 2024 Form 5500 as plan administrator.

Donald Swenson — 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

Chuck Swenson INS Agency Inc.'s EIN is 20-0240708.

EIN 20-0240708

Plan number 001

Plan year 2024

ACK ID 20251006092605NAL0003416737001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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