How big is PHIL LEVI Insurance Agency Inc.'s plan?

PHIL LEVI Insurance Agency Inc.'s plan reported $314K in assets and 3 participants for 2024.

Original filing (PDF)20251013161749NAL0003647106001

PHIL LEVI Insurance Agency Inc.

Name: PHIL LEVI Insurance Agency Inc. — PLIA Inc. 401(k), Form 5500 (2024)
Creator: PHIL LEVI Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PLIA Inc. 401(k) Plan

401(k) retirement plan · PHIL LEVI Insurance Agency Inc.'s PLIA Inc. 401(k) Plan held $314K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$314K

Net assets (EOY)

$314K

Plan identifiers

PHIL LEVI Insurance Agency Inc.'s EIN is 20-2157592.

EIN 20-2157592

Plan number 001

Plan year 2024

ACK ID 20251013161749NAL0003647106001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PHIL LEVI Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PHIL LEVI Insurance Agency Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHIL LEVI INSURANCE 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