Original filing (PDF)20250414134649NAL0003520642001

MATT WINCHESTER, LLC

Name: MATT WINCHESTER, LLC — MATT WINCHESTER, LLC 401K PLAN & TRUST, Form 5500 (2024)
Creator: MATT WINCHESTER, LLC

Form 5500-SF

FILING_RECEIVED

MATT WINCHESTER, LLC 401K PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$910K

Net assets (EOY)

$910K

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.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATT WINCHESTER, LLC.

Plan sponsor

Name

MATT WINCHESTER, LLC

EIN

47-2520943all filings

Address

P.O. BOX 556 · SIKESTON, MO · 63801

Phone

(573) 579-9603

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

2025-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

VW INSURANCE HOLDINGS, LLC (DBA) TEXAN INSURANCE

TEXAN INSURANCE 401(K) PLAN

$910K · 38 participants

USA INSURANCE, INC.

USA INSURANCE 401(K) PLAN AND TRUST

$910K · 10 participants

PADULA INSURANCE AGENCY

PADULA INSURANCE 401(K) PLAN

$910K · 5 participants

SEDBERRY-TOBIN INSURANCE SERVICES, INC.

SEDBERRY-TOBIN INSURANCE SERVICES, INC. CASH BALANCE PLAN

$910K · 2 participants

PROFESSIONAL REINSURANCE MARKETING SERVICES, INC.

PROFESSIONAL REINSURANCE MARKETING SERVICES, INC. PROFIT SHARING PLAN

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