How big is Walker Poole Insurance Inc.'s plan?

Walker Poole Insurance Inc.'s plan reported $1.6M in assets and 9 participants for 2023.

Original filing (PDF)20240827115055NAL0017551824001

Walker Poole Insurance Inc.

Name: Walker Poole Insurance Inc. — Walker Poole Insurance, Form 5500 (2023)
Creator: Walker Poole Insurance Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walker Poole Insurance Inc. 401(k) RATE Group Profit Sharing Plan

401(k) retirement plan · Walker Poole Insurance Inc.'s Walker Poole Insurance Inc. 401(k) RATE Group Profit Sharing Plan held $1.6M in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Walker Poole Insurance Inc.'s EIN is 32-0070962.

EIN 32-0070962

Plan number 001

Plan year 2023

ACK ID 20240827115055NAL0017551824001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Walker Poole Insurance Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Walker Poole Insurance Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 WALKER POOLE 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