Original filing (PDF)20250929113729NAL0005000995001

KATHY FOWLER AGENCY, LLC

Name: KATHY FOWLER AGENCY, LLC — KATHY FOWLER AGENCY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KATHY FOWLER AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

KATHY FOWLER AGENCY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 KATHY FOWLER AGENCY, LLC.

Plan sponsor

Name

KATHY FOWLER AGENCY, LLC

EIN

27-1738976

Address

123 S. 6TH STREET · MEMPHIS, TX · 79245

Phone

(806) 259-2626

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2A · Age/service weighted or new comparability

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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