How big is Jason Thomas Lamont Insurance Agency's plan?

Jason Thomas Lamont Insurance Agency's plan reported $15K in assets and 4 participants for 2025.

Original filing (PDF)20260415094356NAL0020782736001

Jason Thomas Lamont Insurance Agency

Name: Jason Thomas Lamont Insurance Agency — Jason Thomas, Form 5500 (2025)
Creator: Jason Thomas Lamont Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jason Thomas Lamont Insurance Agency 401(k) Plan

401(k) retirement plan · Jason Thomas Lamont Insurance Agency's Jason Thomas Lamont Insurance Agency 401(k) Plan held $15K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Jason Lamont signed Jason Thomas Lamont Insurance Agency's 2025 Form 5500 as plan administrator.

Jason Lamont — 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

Jason Thomas Lamont Insurance Agency's EIN is 20-4771642.

EIN 20-4771642

Plan number 001

Plan year 2025

ACK ID 20260415094356NAL0020782736001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jason Thomas Lamont Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jason Thomas Lamont Insurance Agency's 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 JASON THOMAS LAMONT INSURANCE AGENCY.

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Plan health score

Above-average plan

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

Knocking points off