· 2022–2024 · DOL EFAST2

FOLLOWERS INSURANCE AGENCY INC — FOLLOWERS INSURANCE AGENCY INC SOCA BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20251126140535NAL0002520947001

FOLLOWERS INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

FOLLOWERS INSURANCE AGENCY INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

4

Accounts w/ balance

—

Plan assets (EOY)

$8K

Net assets (EOY)

$3K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOLLOWERS INSURANCE AGENCY INC.

Plan sponsor

Name

FOLLOWERS INSURANCE AGENCY INC

EIN

26-0163770all filings

Address

309 N MAIN ST · NEW CARLISLE, OH · 45344

Phone

(937) 845-0138

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

MOORE INSURANCE SERVICES INC

MOORE INSURANCE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

$8K · 5 participants

ANDREW S VINCENT INSURANCE AGENCY, INC.

ANDREW S VINCENT INSURANCE AGENCY INC 401(K)

$8K · 10 participants

PRIMOS AUTO INSURANCE SERVICES INC

PRIMOS AUTO INSURANCE SERVICES 401(K) PLAN

$8K · 12 participants

RUTH & ASSOCIATES BUSINESS SOLUT

RUTH & ASSOCIATES BUSINESS SOLUTION 401K PLAN

$9K · 15 participants

MARTI LOFTIS STATE FARM

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.