· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHARLES L. KENT — CHARLES L. KENT PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250409152212NAL0039623042001
CHARLES L. KENT
Form 5500-SF
FILING_RECEIVED
CHARLES L. KENT PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHARLES L. KENT
.
Find decision makers
Plan sponsor
Name
CHARLES L. KENT
EIN
42-0942080
Address
668 7TH AVE · MARION, IA · 52302
Phone
(319) 377-8254
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-09
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
THORSON & ASSOCIATES INSURANCE SERVICES, INC.
THORSON & ASSOCIATES INSURANCE SERVICES, INC. 401(K) PLAN
$3.0M · 23 participants
GLOBAL INDEMNITY INSURANCE AGENCY, INC.
GLOBAL INDEMNITY INSURANCE AGENCY, INC. 401(K) PLAN
$3.0M · 16 participants
MME CAPITAL, LLC
ERPELDING FINANCIAL GROUP CASH BALANCE PLAN
$3.0M · 13 participants
CHILD-GENOVESE INSURANCE AGENCY, INC.
CHILD-GENOVESE INSURANCE AGENCY, INC. PROFIT SHARING PLAN
$3.0M · 9 participants
THE WELL PLANNED COMPANIES, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
WELL PLANNED COMPANIES, INC. DEFINED BENEFIT PLAN
$3.0M · 3 participants
THE ALISIANI COMPANY LLC
THEODORE FINANCIAL GROUP 401(K) PLAN
$3.0M · 24 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
