Original filing (PDF)20260528161847NAL0009405696001

PAM Leonard-Williams Insurance AGCY Inc.

Name: PAM Leonard-Williams Insurance AGCY Inc. — Form 5500 Plan 001 (2025)
Creator: PAM Leonard-Williams Insurance AGCY Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PAM Leonard-Williams Insurance AGCY Inc. 401(k) Plan

401(k) retirement plan · PAM Leonard-Williams Insurance AGCY Inc.'s PAM Leonard-Williams Insurance AGCY Inc. 401(k) Plan held $300K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$300K

Net assets (EOY)

$300K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAM LEONARD-WILLIAMS INSURANCE AGCY INC.

Plan sponsor

Name

PAM LEONARD-WILLIAMS INSURANCE AGCY INC

EIN

20-1062714all filings

Address

2476 SUNSET POINT ROAD · CLEARWATER, FL · 33765

Phone

(727) 434-8889

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator