How big is Koverman Staley Dickerson Insurance, Inc.'s plan?

Koverman Staley Dickerson Insurance, Inc.'s plan reported $2.2M in assets and 25 participants for 2024.

Original filing (PDF)20250423085619NAL0003711875001

Koverman Staley Dickerson Insurance, Inc.

Name: Koverman Staley Dickerson Insurance, Inc. — Form 5500 Plan 001 (2024)
Creator: Koverman Staley Dickerson Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koverman Staley Dickerson 401(k) Profit Sharing Plan Trust

401(k) retirement plan · Koverman Staley Dickerson Insurance, Inc.'s Koverman Staley Dickerson 401(k) Profit Sharing Plan Trust held $2.2M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Koverman Staley Dickerson Insurance, Inc.'s EIN is 31-0804588.

EIN 31-0804588

Plan number 001

Plan year 2024

ACK ID 20250423085619NAL0003711875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Koverman Staley Dickerson Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Koverman Staley Dickerson Insurance, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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