How big is First State Insurance Agency Southwest, Inc.'s plan?

First State Insurance Agency Southwest, Inc.'s plan reported $42K in assets and 5 participants for 2024.

Original filing (PDF)20250707133022NAL0003813057001

First State Insurance Agency Southwest, Inc.

Name: First State Insurance Agency Southwest, Inc. — Form 5500 Plan 001 (2024)
Creator: First State Insurance Agency Southwest, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First State Insurance Agency Southwest, Inc. 401(k) Plan

401(k) retirement plan · First State Insurance Agency Southwest, Inc.'s First State Insurance Agency Southwest, Inc. 401(k) Plan held $42K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan identifiers

First State Insurance Agency Southwest, Inc.'s EIN is 41-1740764.

EIN 41-1740764

Plan number 001

Plan year 2024

ACK ID 20250707133022NAL0003813057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

First State Insurance Agency Southwest, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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