How big is ANDY Patrick Insurance's plan?

ANDY Patrick Insurance's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20251014121102NAL0003889808001

ANDY Patrick Insurance

Name: ANDY Patrick Insurance — G. Andrew Patrick State, Form 5500 (2024)
Creator: ANDY Patrick Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

G. Andrew Patrick State Farm INS Agency 401(k) Plan

401(k) retirement plan · ANDY Patrick Insurance's G. Andrew Patrick State Farm INS Agency 401(k) Plan held $1.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

G Andrew Patrick signed ANDY Patrick Insurance's 2024 Form 5500 as plan administrator.

G Andrew Patrick — 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

ANDY Patrick Insurance's EIN is 38-3285170.

EIN 38-3285170

Plan number 001

Plan year 2024

ACK ID 20251014121102NAL0003889808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ANDY Patrick Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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