Original filing (PDF)20250318094328NAL0002305123001

STOLLY INSURANCE AGENCY, INC

Name: STOLLY INSURANCE AGENCY, INC — STOLLY INSURANCE, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STOLLY INSURANCE AGENCY, INC

Form 5500-SF

FILING_RECEIVED

STOLLY INSURANCE, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

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 STOLLY INSURANCE AGENCY, INC.

Plan sponsor

Name

STOLLY INSURANCE AGENCY, INC

EIN

34-1576974

Address

1730 ALLENTOWN RD · LIMA, OH · 458051856

Phone

(419) 227-2570

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

2025-03-18

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

Related plans

Similar-size Insurance Agencies & Brokerages plans

FIMC PARTNERS LP

FIMC 401(K) PLAN

$7.3M · 35 participants

VIRGINIA ASSET MANAGEMENT

VIRGINIA ASSET MANAGEMENT RETIREMENT SALARY SAVINGS PLAN

$7.3M · 37 participants

VISION FINANCIAL GROUP LLC

VISION FINANCIAL GROUP 401(K) PLAN

$7.3M · 58 participants

THE SELZER COMPANY, INC.

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE SELZER COMPANY, INC.

$7.3M · 27 participants

C.T. LOWNDES & COMPANY

C.T. LOWNDES & COMPANY 401(K) PLAN