Original filing (PDF)20251117155152NAL0001456113001

CMS INSURANCE AGENCY, IN

Name: CMS INSURANCE AGENCY, IN — CMS INSURANCE AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CMS INSURANCE AGENCY, IN

Form 5500-SF

FILING_RECEIVED

CMS INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CMS INSURANCE AGENCY, IN.

Plan sponsor

Name

CMS INSURANCE AGENCY, IN

EIN

31-0910369

Address

3248 LAMARC TRAIL · CINCINNATI, OH · 45241

Phone

(513) 321-2000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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