Original filing (PDF)20250815090030NAL0010366577001

AAFP INSURANCE SVC INC

Name: AAFP INSURANCE SVC INC — AAFP INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: AAFP INSURANCE SVC INC

Form 5500-SF

FILING_RECEIVED

AAFP INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 AAFP INSURANCE SVC INC.

Plan sponsor

Name

AAFP INSURANCE SVC INC

EIN

43-1226253

Address

11400 TOMAHAWK CRK PKWY 430 · LEAWOOD, KS · 662112680

Phone

(913) 906-6100

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-08-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

FARMERS UNION AGENCY, INC.

FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN

$3.6M · 36 participants

R.R. PRICE, INC.

PRICE INSURANCE 401(K) PROFIT SHARING PLAN AND TRUST

$3.6M · 6 participants

HONIG CONTE PORRINO INSURANCE AGENCY, INC.

HONIG CONTE PORRINO INSURANCE AGENCY, INC. 401(K) PLAN

$3.6M · 20 participants

NBW CO DBA MBW GROUP

NBW CO DBA MBW GROUP 401(K) PLAN

$3.6M · 9 participants

HERNDON-RESTON INSURANCE AGENCY, INC.