Original filing (PDF)20250610142827NAL0014877697001

SEYMOUR & ASSOCIATES

Name: SEYMOUR & ASSOCIATES — SEYMOUR & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: SEYMOUR & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

SEYMOUR & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 SEYMOUR & ASSOCIATES.

Plan sponsor

Name

SEYMOUR & ASSOCIATES

EIN

34-1244666

Address

7150 W. CENTRAL AVENUE · SUITE 100 · TOLEDO, OH · 436171117

Phone

(419) 517-7079

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

COORDINATED FINANCIAL PLANNING, INC.

COORDINATED FINANCIAL PLANNING, INC. PROFIT SHARING PLAN

$1.2M · 5 participants

FRAN M. WOLFSON-KEEGAN DBA WOLFSON AGENCY

FRAN M. WOLFSON-KEEGAN DBA WOLFSON AGENCY 401(K) PLAN

$1.2M · 5 participants

BECKER BENEFIT GROUP, INC.

SCRIPTSOURCING, LLC CASH BALANCE PLAN

$1.2M · 16 participants

CHENEY INSURANCE AGENCY

CHENEY FINANCIAL GROUP 401(K) PLAN

$1.2M · 12 participants

THE ENTERPRISE TEAM, INC.

THE ENTERPRISE TEAM, INC. 401(K) RETIREMENT PLAN