Original filing (PDF)20250624084952NAL0006658401001

ANGIE LEWIS INSURANCE AGENCY

Name: ANGIE LEWIS INSURANCE AGENCY — ANGIE LEWIS INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: ANGIE LEWIS INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

ANGIE LEWIS INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ANGIE LEWIS INSURANCE AGENCY

EIN

26-3562396all filings

Address

416 E FORT KING STREET · OCALA, FL · 33471

Phone

(352) 291-2444

Industry