· 2022–2024 · DOL EFAST2

SIMPKINS INSURANCE AGENCY, INC. — SIMPKINS INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251006120931NAL0003382801001

SIMPKINS INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

SIMPKINS INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

14

Accounts w/ balance

8

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

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

54

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st 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 SIMPKINS INSURANCE AGENCY, INC..

Plan sponsor

Name

SIMPKINS INSURANCE AGENCY, INC.

EIN

20-1053330all filings

Address

1135 EAST SECOND STREET · FRANKLIN, OH · 45005

Phone

(937) 746-9993

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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