Original filing (PDF)20250714134913NAL0001811664001

BRIAN J STOUT INSURANCE AGENCY INC.

Name: BRIAN J STOUT INSURANCE AGENCY INC. — EMPIRE INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: BRIAN J STOUT INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

EMPIRE INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$770K

Net assets (EOY)

$770K

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 BRIAN J STOUT INSURANCE AGENCY INC..

Plan sponsor

Name

BRIAN J STOUT INSURANCE AGENCY INC.

EIN

30-0500919

Address

4100 VESTAL ROAD · SUITE 102 · VESTAL, NY · 13850

Phone

(607) 724-0404

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

2025-07-14

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

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

KOSICH INSURANCE AGENCY INC.

KOSICH INSURANCE AGENCY, INC. 401(K) PLAN & TRUST

$770K · 11 participants

CHARLES W. WARNER COMPANY

CHARLES W. WARNER COMPANY PROFIT SHARING PLAN

$770K · 8 participants

C. R. WOOD INSURANCE AGENCY, INC.

C. R. WOOD INSURANCE AGENCY, INC 401(K) PLAN

$769K · 4 participants

CORPORATE COVERAGE, LLC

CORPORATE COVERAGE, LLC 401(K) PROFIT SHARING PLAN

$770K · 7 participants

AFFORDABLE HEALTH INSURANCE AGENCY