Original filing (PDF)20251001113221NAL0005901859001

RYAN CABANISS INSURANCE AGENCY, INC

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

Form 5500-SF

FILING_RECEIVED

RYAN CABANISS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RYAN CABANISS INSURANCE AGENCY, INC.

Plan sponsor

Name

RYAN CABANISS INSURANCE AGENCY, INC

EIN

46-4632317

Address

296 BAYSHORE AVE · NICEVILLE, FL · 32578

Phone

(850) 418-1482

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

ALVINI & ASSOCIATES FINANCIAL PLANNERS P.A.

ALVINI & ASSOCIATES FINANCIAL PLANNERS 401(K) RETIREMENT PLAN

$392K · 6 participants

INSURANCE PEOPLE OF NORTH

INSURANCE PEOPLE OF NORTH 401(K) PROFIT SHARING PLAN & TRUST

$392K · 17 participants

GUARDI-HITEMAN INSURANCE AGENCY INC.

GUARDI-HITEMAN INSURANCE AGENCY 401(K) PLAN

$392K · 5 participants

STAVE DELIVERY LLC

STAVE DELIVERY 401(K) PLAN

$393K · 132 participants

AL PATEL INSURANCE AGENCY INC.