Original filing (PDF)20250609143551NAL0023696576001

THEISS INSURANCE AGENCY

Name: THEISS INSURANCE AGENCY — Form 5500 (2024)
Creator: THEISS INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$508K

Net assets (EOY)

$508K

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 THEISS INSURANCE AGENCY.

Plan sponsor

Name

THEISS INSURANCE AGENCY

EIN

46-3883454all filings

Address

2566 COMMERCE PKWY · UNIT 1 · NORTH PORT, FL · 34289

Phone

(941) 564-5333

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

FREDDIE VILLACCI INSURANCE AGENCY, INC.

FREDDIE VILLACCI INSURANCE AGENCY, INC 401(K) PLAN

$508K · 4 participants

A-ONE TEAM ENTERPRISE

A-ONE TEAM ENTERPRISE 401(K) PLAN

$509K · 3 participants

GEOFFREY D. BAUGHMAN INSURANCE AGENCY INC.

GEOFFREY D. BAUGHMAN INSURANCE AGENCY 401(K) PLAN

$508K · 2 participants

ALPHA RISK MANAGEMENT, INC.

ALPHA RISK MANAGEMENT, INC. CASH BALANCE PLAN

$508K · 8 participants

CALLIS & ASSOCIATES, INC.

CALLIS & ASSOCIATES, INC. PROFIT SHARING PLAN

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