How big is Centerville Insurance Agency, LLC's plan?

Centerville Insurance Agency, LLC's plan reported $1.1M in assets and 1 participants for 2024.

Original filing (PDF)20251218140543NAL0005218337001

Centerville Insurance Agency, LLC

Name: Centerville Insurance Agency, LLC — Centerville, Form 5500 (2024)
Creator: Centerville Insurance Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Centerville Insurance Agency, LLC 401(k) Plan

401(k) retirement plan · Centerville Insurance Agency, LLC's Centerville Insurance Agency, LLC 401(k) Plan held $1.1M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

James Beyerle signed Centerville Insurance Agency, LLC's 2024 Form 5500 as plan administrator.

James Beyerle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Centerville Insurance Agency, LLC's EIN is 31-1766265.

EIN 31-1766265

Plan number 002

Plan year 2024

ACK ID 20251218140543NAL0005218337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Centerville Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Centerville Insurance Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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