How big is J E Insurance Associates' plan?

J E Insurance Associates' plan reported $136K in assets and 7 participants for 2024.

Original filing (PDF)20250627092311NAL0013596928001

J E Insurance Associates

Name: J E Insurance Associates — J E Insurance Associates, Form 5500 (2024)
Creator: J E Insurance Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J E Insurance Associates 401(k)

401(k) retirement plan · J E Insurance Associates' J E Insurance Associates 401(k) held $136K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

People on this filing

Shirley Horner signed J E Insurance Associates' 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

J E Insurance Associates' EIN is 20-4250065.

EIN 20-4250065

Plan number 001

Plan year 2024

ACK ID 20250627092311NAL0013596928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J E Insurance Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J E Insurance Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J E INSURANCE ASSOCIATES.

Finding similar companies…

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