Original filing (PDF)20240827115055NAL0017551824001

WALKER POOLE INSURANCE INC.

Name: WALKER POOLE INSURANCE INC. — WALKER POOLE INSURANCE INC. 401(K) RATE GROUP PROFIT SHARING PLAN, Form 5500 (2023)
Creator: WALKER POOLE INSURANCE INC.

Form 5500-SF

FILING_RECEIVED

WALKER POOLE INSURANCE INC. 401(K) RATE GROUP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 WALKER POOLE INSURANCE INC..

Plan sponsor

Name

WALKER POOLE INSURANCE INC.

EIN

32-0070962

Address

18310 MONTGOMERY VILLAGE AVE · SUITE 360 · GAITHERSBURG, MD · 20879

Phone

(301) 258-2602

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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