Original filing (PDF)20240918050646NAL0004047873001

SHELLEY INSURANCE GROUP LLC

Name: SHELLEY INSURANCE GROUP LLC — SHELLEY INSURANCE GROUP 401(K), Form 5500 (2023)
Creator: SHELLEY INSURANCE GROUP LLC

Form 5500-SF

FILING_RECEIVED

SHELLEY INSURANCE GROUP 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

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

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 SHELLEY INSURANCE GROUP LLC.

Plan sponsor

Name

SHELLEY INSURANCE GROUP LLC

EIN

46-4214069all filings

Address

10843 PISA RD · WELLINGTON, FL · 33414

Phone

(561) 969-7100

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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

BUCKEYE INSURANCE GROUP

BUCKEYE INSURANCE GROUP SOCA BENEFIT PLAN

$26K · 31 participants

WEGNER INSURANCE & FINANCIAL SERVICES, INC.

WEGNER INSURANCE & FINANCIAL SVCS 401(K) PLAN

$26K · 3 participants

H&H AGENCY, INC.

H&H AGENCY, INC. 401K PLAN

$26K · 4 participants

TRADEMARK INSURANCE AGENCY

$26K · 7 participants

THE BENEFITS GROUP, INC.

THE BENEFITS GROUP, INC. 401(K) PLAN

$26K · 2 participants

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