Original filing (PDF)20250918050351NAL0001602514001

STANLEY INSURANCE AGENCY INC

Name: STANLEY INSURANCE AGENCY INC — Form 5500 (2024)
Creator: STANLEY INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

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 STANLEY INSURANCE AGENCY INC.

Plan sponsor

Name

STANLEY INSURANCE AGENCY INC

EIN

46-4034837all filings

Address

34 GREENVILLE ST. · NEWNAN, GA · 30263

Phone

(770) 251-2302

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

2025-09-18

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

DANIEL WALKER III

DANIEL WALKER III 401K PLAN

$16K · 6 participants

ERYNN NELSON INSURANCE AGENCY

ERYNN NELSON INSURANCE AGENCY 401(K) PLAN

$16K · 5 participants

TRAVIS RODGERS INSURANCE AGENCY INC

TRAVIS RODGERS INSURANCE AGENCY 401(K) PLAN

$16K · 4 participants

M SLOAN SEPTIC TANK SERVICES INC

SLOAN'S SEPTIC TANK SERVICE 401(K)

$16K · 6 participants

INSURANCE NETWORK, INC. DBA OXFORD WEALTH ADVISORS, LLC

OXFORD WEALTH ADVISORS, LLC 401(K) PLAN

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