Original filing (PDF)20250611095634NAL0045101842001

MICHAEL TAUZEL INSURANCE AGENCY, INC.

Name: MICHAEL TAUZEL INSURANCE AGENCY, INC. — MICHAEL TAUZEL INSURANCE AGENCY, INC. 401K, Form 5500 (2024)
Creator: MICHAEL TAUZEL INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

MICHAEL TAUZEL INSURANCE AGENCY, INC. 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL TAUZEL INSURANCE AGENCY, INC..

Plan sponsor

Name

MICHAEL TAUZEL INSURANCE AGENCY, INC.

EIN

20-1912950

Address

13170 ATLANTIC BOULEVARD · SUITE #58 · JACKSONVILLE, FL · 32225

Phone

(904) 425-4100

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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