· 2022–2024 · DOL EFAST2

Eklund Insurance, LLC — Eklund Insurance, LLC Cash, Form 5500 (2024)

Original filing (PDF)20260601085705NAL0022574370001

Eklund Insurance, LLC

Form 5500-SF

FILING_RECEIVED

Eklund Insurance, LLC Cash Balance Plan

Defined-benefit pension plan · Eklund Insurance, LLC's Eklund Insurance, LLC Cash Balance Plan held $608K in plan assets for 5 participants in 2024.

Active participants

5

Accounts w/ balance

—

Plan assets (EOY)

$608K

Net assets (EOY)

$608K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EKLUND INSURANCE, LLC.

Plan sponsor

Name

EKLUND INSURANCE, LLC

EIN

34-2026175all filings

Address

PO BOX 665 · GOODLAND, KS · 67735

Phone

(785) 890-3110

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-06-01

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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