Original filing (PDF)20250423085619NAL0003711875001

KOVERMAN STALEY DICKERSON INSURANCE, INC.

Name: KOVERMAN STALEY DICKERSON INSURANCE, INC. — KOVERMAN STALEY DICKERSON 401(K) PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: KOVERMAN STALEY DICKERSON INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

KOVERMAN STALEY DICKERSON 401(K) PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 KOVERMAN STALEY DICKERSON INSURANCE, INC..

Plan sponsor

Name

KOVERMAN STALEY DICKERSON INSURANCE, INC.

EIN

31-0804588

Address

1106 W. MAIN STREET · TROY, OH · 453732504

Phone

(937) 339-4119

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

2025-04-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

CRAIG KARRAKER INSURANCE AGENCY, INC.

CRAIG A. KARRAKER PROFIT SHARING PLAN AND TRUST

$2.2M · 5 participants

L. D. O'MIRE INSURANCE AGENCY

L. D. OMIRE INSURANCE AGENCY DEFINED BENEFIT PENSION PLAN AND TRUST

$2.2M

MICHAEL SMITH INSURANCE AGENCY INC

MICHAEL SMITH INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

$2.2M · 5 participants

CLEAR BLUE INSURANCE SERVICES PR LLC

CLEAR BLUE EMPLOYEE RETIREMENT PLAN PR

$2.1M · 63 participants

HDINS, INC.