How big is The David Agency Insurance, Inc.'s plan?

The David Agency Insurance, Inc.'s plan reported $1.6M in assets and 21 participants for 2024.

Original filing (PDF)20251014122558NAL0002757665001

The David Agency Insurance, Inc.

Name: The David Agency Insurance, Inc. — The 401(k)/Profit, Form 5500 (2024)
Creator: The David Agency Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The 401(k)/Profit Sharing Plan for the Employees of the David Agency, Inc.

401(k) retirement plan · The David Agency Insurance, Inc.'s The 401(k)/Profit Sharing Plan for the Employees of the David Agency, Inc. held $1.6M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

David Meilahn signed The David Agency Insurance, Inc.'s 2024 Form 5500 as plan administrator.

David Meilahn — 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

The David Agency Insurance, Inc.'s EIN is 36-3051455.

EIN 36-3051455

Plan number 001

Plan year 2024

ACK ID 20251014122558NAL0002757665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The David Agency Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The David Agency Insurance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off