· 2022–2024 · DOL EFAST2

E.S.BEVERIDGE & ASSOCIATES INC. — E.S.BEVERIDGE & ASSOCIATES INC. 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20260114122219NAL0017271280001

E.S.BEVERIDGE & ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

E.S.BEVERIDGE & ASSOCIATES INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$969K

Net assets (EOY)

$969K

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

90

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for E.S.BEVERIDGE & ASSOCIATES INC..

Plan sponsor

Name

E.S.BEVERIDGE & ASSOCIATES INC.

EIN

34-1085955all filings

Address

111 PARK AVENUE EAST · P.O. BOX 636 · MANSFIELD, OH · 44901

Phone

(419) 525-3961

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-14

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

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