How big is Plummer Insurance Inc.'s plan?

Plummer Insurance Inc.'s plan reported $621K in assets and 33 participants for 2024.

Original filing (PDF)20250822152233NAL0002593651001

Plummer Insurance Inc.

Name: Plummer Insurance Inc. — Plummer Insurance Inc., Form 5500 (2024)
Creator: Plummer Insurance Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Plummer Insurance Inc. 401(k) Plan

401(k) retirement plan · Plummer Insurance Inc.'s Plummer Insurance Inc. 401(k) Plan held $621K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$621K

Net assets (EOY)

$621K

Plan identifiers

Plummer Insurance Inc.'s EIN is 47-0648159.

EIN 47-0648159

Plan number 001

Plan year 2024

ACK ID 20250822152233NAL0002593651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Plummer Insurance Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Plummer Insurance Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score