Original filing (PDF)20250710155152NAL0003617379001

COFFEY INSURANCE AGENCY, INC.

Name: COFFEY INSURANCE AGENCY, INC. — COFFEY INSURANCE AGENCY, INC. 401K PLAN, Form 5500 (2024)
Creator: COFFEY INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

COFFEY INSURANCE AGENCY, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COFFEY INSURANCE AGENCY, INC..

Plan sponsor

Name

COFFEY INSURANCE AGENCY, INC.

EIN

41-2113393

Address

8075 BENEVA RD. STE. 2 · SARASOTA, FL · 34238

Phone

(941) 924-2808

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

RBN & ASSOCIATES, INC.

RBN 401(K) PLAN

$3.4M · 39 participants

SCOTT INCORPORATED

SCOTT INC DEFERRED PROFIT SHARING PLAN

$3.4M · 7 participants

BILL DACOSTA AGENCY, INC.

BILL DACOSTA AGENCY, INC. PROFIT SHARING PLAN

$3.4M · 8 participants

MIMOSA INSURANCE AGENCY, LLC

MIMOSA INSURANCE AGENCY, LLC SAVINGS RETIREMENT PLAN

$3.4M · 4 participants

SAXE PINKSTON FINANCIAL GROUP

SAXE PINKSTON RETIREMENT SAVINGS PLAN

$3.4M · 7 participants