How big is Budge Insurance Services' plan?

Budge Insurance Services' plan reported $14K in assets and 4 participants for 2023.

Original filing (PDF)20240603115538NAL0031331360001

Budge Insurance Services

Name: Budge Insurance Services — Budge Insurance Services, Form 5500 (2023)
Creator: Budge Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Budge Insurance Services 401(k) Plan

401(k) retirement plan · Budge Insurance Services' Budge Insurance Services 401(k) Plan held $14K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

John A. Budge signed Budge Insurance Services' 2023 Form 5500 as plan administrator.

John A. Budge — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Budge Insurance Services' EIN is 35-2751138.

EIN 35-2751138

Plan number 001

Plan year 2023

ACK ID 20240603115538NAL0031331360001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Budge Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Budge Insurance Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score