Original filing (PDF)20250718155414NAL0002042609001

ZINN INSURANCE AGENCY

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

Form 5500-SF

FILING_RECEIVED

ZINN INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

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.

Decision-maker contacts

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

Plan sponsor

Name

ZINN INSURANCE AGENCY

EIN

27-1655301all filings

Address

16414 SAN PEDRO AVE STE 665 · SAN ANTONIO, TX · 78232

Phone

(210) 545-0667

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

2025-07-18

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

JOHN PAWLOWSKI STATE FARM

JOHN PAWLOWSKI STATE FARM 401(K) PLAN

$32K · 4 participants

LAURENZA INSURANCE GROUP LLC

LAURENZA INSURANCE GROUP

$32K · 4 participants

INSURANCE CONNECTION OF SOUTH FLORIDA, INC.

INSURANCE CONNECTION OF SOUTH FLORIDA 401(K) PLAN

$33K · 6 participants

CRISTEL H. NOEL AGENCY

CRISTEL H. NOEL AGENCY 401(K) PLAN

$32K · 11 participants

JOEL VERSH INSURANCE AGENCY

JOEL VERSH INSURANCE AGENCY RETIREMENT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.