Original filing (PDF)20251014143849NAL0001558179001

JIMMIE GILES FINANCIAL INSURANCE, L.L.C.

Name: JIMMIE GILES FINANCIAL INSURANCE, L.L.C. — JIMMIE GILES FINANCIAL INSURANCE, L.L.C. 401(K) PLAN, Form 5500 (2024)
Creator: JIMMIE GILES FINANCIAL INSURANCE, L.L.C.

Form 5500-SF

FILING_RECEIVED

JIMMIE GILES FINANCIAL INSURANCE, L.L.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JIMMIE GILES FINANCIAL INSURANCE, L.L.C..

Plan sponsor

Name

JIMMIE GILES FINANCIAL INSURANCE, L.L.C.

EIN

20-5011591all filings

Address

3959 VAN DYKE RD, STE. 298 · LUTZ, FL · 33558

Phone

(813) 336-4550

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator