Original filing (PDF)20250813104123NAL0025320514001

JOHN A. CAMPBELL INSURANCE AGENCY, INC.

Name: JOHN A. CAMPBELL INSURANCE AGENCY, INC. — JOHN A. CAMPBELL INSURANCE AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN A. CAMPBELL INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

JOHN A. CAMPBELL INSURANCE AGENCY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 JOHN A. CAMPBELL INSURANCE AGENCY, INC..

Plan sponsor

Name

JOHN A. CAMPBELL INSURANCE AGENCY, INC.

EIN

25-1610505

Address

331 SOUTH MAIN STREET · SUITE 102 · WASHINGTON, PA · 15301

Phone

(724) 222-8388

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

2025-08-13

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

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

GRANITE INSURANCE AGENCY, INC.

GRANITE INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.9M · 31 participants

GARY LAGLIA

GARY LAGLIA PROFIT SHARING PLAN

$1.9M · 3 participants

COMMERCIAL ONE INSURANCE SERVICES, INC.

COMMERCIAL ONE INSURANCE SERVICES, INC. 401K PLAN

$1.9M · 26 participants

ROSSBACHER INSURANCE SERVICE, INC.

ROSSBACHER INSURANCE SERVICE, INC. 401(K) PLAN

$1.9M · 23 participants

PRESTON FINANCIAL LLC DBA PRESTON INVESTMENTS