How big is Trummie Lee Patrick III Insurance Agency Inc.'s plan?

Trummie Lee Patrick III Insurance Agency Inc.'s plan reported $720K in assets and 16 participants for 2024.

Original filing (PDF)20250422144428NAL0006568560001

Trummie Lee Patrick III Insurance Agency Inc.

Name: Trummie Lee Patrick III Insurance Agency Inc. — Form 5500 Plan 001 (2024)
Creator: Trummie Lee Patrick III Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trummie Lee Patrick III INS Agency, Inc. 401(k) Plan

401(k) retirement plan · Trummie Lee Patrick III Insurance Agency Inc.'s Trummie Lee Patrick III INS Agency, Inc. 401(k) Plan held $720K in plan assets for 16 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$720K

Net assets (EOY)

$720K

People on this filing

Trummie Lee Patrick III signed Trummie Lee Patrick III Insurance Agency Inc.'s 2024 Form 5500 as plan administrator.

Trummie Lee Patrick III — 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

Trummie Lee Patrick III Insurance Agency Inc.'s EIN is 20-5101773.

EIN 20-5101773

Plan number 001

Plan year 2024

ACK ID 20250422144428NAL0006568560001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUMMIE LEE PATRICK III 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

Knocking points off