Original filing (PDF)20250611141352NAL0014019747001

GROSS INSURANCE AGENCY, LLC

Name: GROSS INSURANCE AGENCY, LLC — GROSS INSURANCE AGENCY, LLC 401(K) PLAN, Form 5500 (2024)
Creator: GROSS INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

GROSS INSURANCE AGENCY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 GROSS INSURANCE AGENCY, LLC.

Plan sponsor

Name

GROSS INSURANCE AGENCY, LLC

EIN

20-2057623

Address

26 N. FT. THOMAS AVE. · FT. THOMAS, KY · 410750174

Phone

(859) 781-0434

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

REINHARDTS AGENCY, INC.

REINHARDTS AGENCY, INC. 401K PLAN

$2.8M · 25 participants

SFBAIA, INC.

SFBAIA, INC. RETIREMENT SAVINGS PLAN

$2.8M · 48 participants

BAKER-HOPP, INC.

BAKER-HOPP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

$2.8M · 12 participants

LUEDER FINANCIAL GROUP, LLC

LUEDER FINANCIAL GROUP 401K PROFIT SHARING PLAN

$2.8M · 21 participants

TOM WILKE INSURANCE AGENCY, INC.

TOM WILKE INSURANCE AGENCY, INC. 401K PLAN