How big is Gillespie Insurance Services Inc.'s plan?

Gillespie Insurance Services Inc.'s plan reported $237K in assets and 4 participants for 2024.

Original filing (PDF)20251010111559NAL0004542323001

Gillespie Insurance Services Inc.

Name: Gillespie Insurance Services Inc. — Gillespie, Form 5500 (2024)
Creator: Gillespie Insurance Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gillespie Insurance Services Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Gillespie Insurance Services Inc.'s Gillespie Insurance Services Inc. 401(k) Profit Sharing Plan and Trust held $237K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

People on this filing

Richard Tatum signed Gillespie Insurance Services Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gillespie Insurance Services Inc.'s EIN is 45-2051772.

EIN 45-2051772

Plan number 001

Plan year 2024

ACK ID 20251010111559NAL0004542323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gillespie Insurance Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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