Original filing (PDF)20250326092649NAL0015762977001

JAMES L. PEART

Name: JAMES L. PEART — JAMES L. PEART PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES L. PEART

Form 5500-SF

FILING_RECEIVED

JAMES L. PEART PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 JAMES L. PEART.

Plan sponsor

Name

JAMES L. PEART

EIN

31-1183661

Address

187 W. HIGH ST · LONDON, OH · 43140

Phone

(740) 852-5557

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-26

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Welfare benefit codes

4B · Life Insurance

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 Insurance Agencies & Brokerages plans

SURESCAPE INSURANCE SERVICES, LLC

SURESCAPE 401K PLAN

$2.5M · 12 participants

JAMES MICHAEL WADE

JAMES MICHAEL WADE PROFIT SHARING PLAN

$2.4M · 3 participants

LENNON INSURANCE COMPANY, INC.

LENNON INSURANCE COMPANY, INC. 401K PLAN

$2.4M · 7 participants

INSURANCE SERVICE OF SARASOTA INC

INSURANCE SERVICE OF SARASOTA, INC. 401(K) SAVINGS PLAN

$2.5M · 20 participants

NAY W. SHIELDS INSURANCE AGENCY, INC.

NAY W. SHIELDS INSURANCE AGENCY, INC. PSP