Original filing (PDF)20250530132712NAL0015567744001

LOFTIS INSURANCE AGENCY, INC.

Name: LOFTIS INSURANCE AGENCY, INC. — LOFTIS INSURANCE AGENCY, INC 401(K) PLAN, Form 5500 (2024)
Creator: LOFTIS INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

LOFTIS INSURANCE AGENCY, INC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$949K

Net assets (EOY)

$949K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LOFTIS INSURANCE AGENCY, INC.

EIN

46-4146897all filings

Address

145 PLAZA DRIVE · BEREA, KY · 40403

Phone

(859) 986-2371

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

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

JAMES J. WEISS & ASSOCIATES

JAMES J. WEISS & ASSOCIATES PROFIT SHARING TRUST

$949K · 2 participants

HOXTON PLANNING & MANAGEMENT, LLC

HOXTON PLANNING & MANAGEMENT, LLC 401(K) PLAN

$949K · 8 participants

PRATT INSURANCE AGENCY, LLC.

PRATT INSURANCE 401K PLAN

$948K · 6 participants

MARY WALSH

MARY WALSH 401(K) PLAN

$949K · 3 participants

DORMAN LEGACY ADVISORS, LLC

DORMAN LEGACY ADVISORS, LLC 401(K) PROFIT SHARING PLAN

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