Original filing (PDF)20250508155327NAL0018335696001

KATHLEEN CHAMBERS INS AGCY INC

Name: KATHLEEN CHAMBERS INS AGCY INC — KATHLEEN CHAMBERS INS AGCY INC. 401(K) PLAN, Form 5500 (2024)
Creator: KATHLEEN CHAMBERS INS AGCY INC

Form 5500-SF

FILING_RECEIVED

KATHLEEN CHAMBERS INS AGCY INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

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

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 KATHLEEN CHAMBERS INS AGCY INC.

Plan sponsor

Name

KATHLEEN CHAMBERS INS AGCY INC

EIN

47-1130224all filings

Address

3146 N BELLTOWER DR #100 · MERIDIAN, ID · 83646

Phone

(208) 888-4334

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

2025-05-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

A-1 CAPITOL INSURANCE LLC

A-1 CAPITOL INSURANCE LLC 401(K) PROFIT SHARING PLAN

$253K · 9 participants

CRESCENT CITY INSURANCE GROUP LL

CRESCENT CITY INSURANCE GROUP LLC 401(K) PROFIT SHARING PLAN &

$253K · 3 participants

MED PLAN STORE, LLC

MED PLAN STORE, LLC 401(K) & PROFIT SHARING PLAN

$252K · 13 participants

THE HATHAWAY AGENCY, LLC

THE HATHAWAY AGENCY LLC 401K PROFIT SHARING PLAN AND TRUST

$253K · 19 participants

STEVEN ETIMOS 401K

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