Original filing (PDF)20240402094053NAL0019765378001

Gary Thompson Agency, Inc.

Name: Gary Thompson Agency, Inc. — Gary Thompson Agency, Form 5500 (2023)
Creator: Gary Thompson Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan

401(k) retirement plan · Gary Thompson Agency, Inc.'s Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023, with JULY Business Service as recordkeeper.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Gary Thompson Agency, Inc.'s EIN is 47-0597590.

EIN 47-0597590

Plan number 001

Plan year 2023

ACK ID 20240402094053NAL0019765378001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Gary Thompson Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Gary Thompson Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 384K (2216% of contributions).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

GARY THOMPSON AGENCY, INC.

EIN

all filings

Address

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

Phone

(402) 746-2242

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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.