Original filing (PDF)20250730115154NAL0004017713001

ANNAPOLIS INSURANCE CENTERS, INC. T/A JACK MARTIN INSURANCE ADVISORS

Name: ANNAPOLIS INSURANCE CENTERS, INC. T/A JACK MARTIN INSURANCE ADVISORS — JACK MARTIN INSURANCE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ANNAPOLIS INSURANCE CENTERS, INC. T/A JACK MARTIN INSURANCE ADVISORS

Form 5500-SF

FILING_RECEIVED

JACK MARTIN INSURANCE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANNAPOLIS INSURANCE CENTERS, INC. T/A JACK MARTIN INSURANCE ADVISORS.

Plan sponsor

Name

ANNAPOLIS INSURANCE CENTERS, INC. T/A JACK MARTIN INSURANCE ADVISORS

EIN

20-5525409

Address

111 FORBES STREET · ANNAPOLIS, MD · 214011521

Phone

(410) 263-8000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

JETTER WEALTH MANAGEMENT

PAUL D. JETTER SELF EMPLOYED 401(K) PLAN

$1.4M · 2 participants

LARRY V. KEEVER

LARRY V. KEEVER AGE-WEIGHTED PROFIT SHARING PLAN

$1.4M · 3 participants

NJ BONDING & SURETY AGENCY INC.

NJ BONDING & SURETY AGENCY, INC. 401K PLAN

$1.4M · 2 participants

ED POE AGENCY, LLC

ED POE AGENCY SELF EMPLOYED RETIREMENT PLAN

$1.4M · 6 participants

ALFORD AND ASSOCIATES INSURANCE SERVICES, LLC

ALFORD & ASSOCIATES 401(K) PLAN