Original filing (PDF)20240402094053NAL0019765378001

GARY THOMPSON AGENCY, INC.

Name: GARY THOMPSON AGENCY, INC. — GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: GARY THOMPSON AGENCY, INC.

Form 5500

FILING_RECEIVED

GARY THOMPSON AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 GARY THOMPSON AGENCY, INC..

Plan sponsor

Name

GARY THOMPSON AGENCY, INC.

EIN

47-0597590

Address

P.O. BOX 445 · RED CLOUD, NE · 689700445

Phone

(402) 746-2242

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

2023-06-30

Filed

2024-04-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

LUTZ AND COMPANY, P.C.

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JULY BUSINESS SERVICE	74-2715820	WACO, TX	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
IFP ADVISORS, LLC	59-3331424	TAMPA, FL	INVESTMENT ADVISOR	$16K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.