Original filing (PDF)20251028130908NAL0004640243001

PLW AND ASSOCIATES INC

Name: PLW AND ASSOCIATES INC — PLW AND ASSOCIATES INC GCF BENEFIT PLAN, Form 5500 (2024)
Creator: PLW AND ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

PLW AND ASSOCIATES INC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$790

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

PLW AND ASSOCIATES INC

EIN

46-2058111all filings

Address

976 E FREEWAY DR · STE B · CONYERS, GA · 30094

Phone

(770) 761-2111

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

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

RUSSELL HARDING INS AGENCY

RUSSELL HARDING INS AGENCY GFB BENEFIT PLAN

$2K · 2 participants

TUNER INSURANCE AGENCY INC

TUNER INSURANCE AGENCY INC CBS BENEFIT PLAN

$2K · 2 participants

THE LINDSOE AGENCY LLC

LINDSOE AGENCY

$2K · 4 participants

STEPHEN E CRISP

STEPHEN E CRISP CBS BENEFIT PLAN

$2K · 4 participants

ERIN GITTLEMAN AGENCY INC.

ERIN GITTLEMAN AGENCY INC. 401(K) PLAN

$2K · 2 participants

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