Original filing (PDF)20250618073225NAL0001167283001

INSURANCE LINE ONE, LLC

Name: INSURANCE LINE ONE, LLC — INSURANCE LINE ONE, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: INSURANCE LINE ONE, LLC

Form 5500-SF

FILING_RECEIVED

INSURANCE LINE ONE, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

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 INSURANCE LINE ONE, LLC.

Plan sponsor

Name

INSURANCE LINE ONE, LLC

EIN

27-2147497all filings

Address

43 S. POMPANO PKWY #106 · POMPANO BEACH, FL · 33069

Phone

(954) 623-6569

Industry

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

2025-06-18

Pension benefit codes

2E · Profit-sharing

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

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 Finance & Insurance plans

SAMUELSON INSURANCE GROUP, LLC

SAMUELSON INSURANCE GROUP, LLC 401(K) PLAN

$143K · 2 participants

SECURICO LIFE INSURANCE COMPANY

SECURICO LIFE INSURANCE COMPANY 401K PLAN

$143K · 7 participants

J.C. MADISON, INC.

J.C. MADISON, INC. 401(K) PLAN

$141K · 2 participants

PHIL WHITEHEAD

PHIL WHITEHEAD 401K PROFIT SHARING PLAN

$140K · 2 participants

DAVID B. RASMUSSEN INSURANCE AGENCY

DAVID B. RASMUSSEN INSURANCE AGENCY, INC. 401(K) PLAN

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