Original filing (PDF)20250312101417NAL0011665651001

STAPLETON INSURANCE & RISK MANAGEMENT, INC.

Name: STAPLETON INSURANCE & RISK MANAGEMENT, INC. — STAPLETON INSURANCE GROUP 401(K) PLAN, Form 5500 (2024)
Creator: STAPLETON INSURANCE & RISK MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

STAPLETON INSURANCE GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

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 STAPLETON INSURANCE & RISK MANAGEMENT, INC..

Plan sponsor

Name

STAPLETON INSURANCE & RISK MANAGEMENT, INC.

EIN

34-1014223

Address

122 NORTH MAIN STREET · SWANTON, OH · 43558

Phone

(419) 720-0327

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

2025-03-12

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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