How big is Brian LOCK INS Agency Inc.'s plan?

Brian LOCK INS Agency Inc.'s plan reported $333K in assets and 12 participants for 2024.

Original filing (PDF)20250609135632NAL0041018850001

Brian LOCK INS Agency Inc.

Name: Brian LOCK INS Agency Inc. — Brian LOCK INS Agency, Form 5500 (2024)
Creator: Brian LOCK INS Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian LOCK INS Agency Inc. 401(k)

401(k) retirement plan · Brian LOCK INS Agency Inc.'s Brian LOCK INS Agency Inc. 401(k) held $333K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

People on this filing

Nick Rice signed Brian LOCK INS Agency Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brian LOCK INS Agency Inc.'s EIN is 27-2042090.

EIN 27-2042090

Plan number 001

Plan year 2024

ACK ID 20250609135632NAL0041018850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian LOCK INS Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian LOCK INS Agency Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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