· 2022–2024 · DOL EFAST2

SUNGATE INSURANCE AGENCY INC — SUNGATE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250502153512NAL0010116514001

SUNGATE INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

SUNGATE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

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

71

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SUNGATE INSURANCE AGENCY INC

EIN

27-3851839all filings

Address

1540 INTERNATIONAL PKWY STE 2000 · LAKE MARY, FL · 327465096

Phone

(407) 878-7979

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

2025-05-02

Pension benefit codes

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SIMPSON'S OLDE TOWNE INSURANCE, INC

SIMPSON'S OLDE TOWNE INSURANCE, LLC 401(K) PLAN

$346K · 5 participants

DUNNE INSURANCE SERVICES, INC.

DUNNE INSURANCE SERVICES, INC. 401(K) PLAN & TRUST

$346K · 5 participants

NONA TITLE INC 401K PLAN

$346K · 19 participants

SHARLENE A DOWNS INSURANCE

SHARLENE A DOWNS INSURANCE ANGENCY INC - 401K

$345K · 5 participants

WELLINGTON INSURANCE, LLC

MILLER INSURANCE 401(K) PLAN

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