Original filing (PDF)20250711082506NAL0009347952001

M Y INSURANCE AGENCY INC

Name: M Y INSURANCE AGENCY INC — M Y INSURANCE AGENCY INC DBA SLOAN INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: M Y INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

M Y INSURANCE AGENCY INC DBA SLOAN INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$492K

Net assets (EOY)

$492K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

M Y INSURANCE AGENCY INC

DBA

SLOAN INSURANCE

EIN

31-1459149all filings

Address

1413 S MAIN ST · BELLEFONTAINE, OH · 433111503

Phone

(937) 592-4856

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

2025-07-11

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

IVES INSURANCE SERVICES, INC.

IVES INSURANCE SERVICES, INC. 401(K) PLAN

$492K · 13 participants

TRAN INSURANCE AND FINANCIAL SERVICES, INC.

TIM TRAN AGENCY CASH BALANCE PLAN

$492K · 13 participants

AREA INSURANCE SERVICES, INC.

AREA INSURANCE SERVICES, INC. 401(K) PLAN

$491K · 4 participants

BENJAMIN FRY INSURANCE SERVICES, LLC

$491K · 5 participants

HILL INSURANCE SERVICES LLC

HILL INSURANCE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.