Original filing (PDF)20250121113156NAL0003034497001

SCOTT AGENCY, INC.

Name: SCOTT AGENCY, INC. — SCOTT AGENCY, INC. 401(K) PLAN, Form 5500 (2023)
Creator: SCOTT AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

SCOTT AGENCY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SCOTT AGENCY, INC.

EIN

43-1080501all filings

Address

408 STURGEON STREET · MONTGOMERY CITY, MO · 63361

Phone

(573) 564-2237

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

GULF COAST EDUCATORS INSURANCE

GULF COAST EDUCATORS INSURANCE 401(K) PROFIT SHARING PLAN

$473K · 16 participants

GEM AGENCY, INC.

GEM AGENCY, INC. 401(K) PROFIT SHARING PLAN

$473K · 5 participants

GEORGOPULOS ENTERPRISES LLC

GEORGOPULOS ENTRERPRISES LLC 401(K) PLAN

$473K · 6 participants

FLOYD FINANCIAL GROUP

FLOYD FINANCIAL GROUP RETIREMENT SAVINGS PLAN

$473K · 10 participants

ANDY S. HOEZEE

ANDY S. HOEZEE GROUP RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.