· 2022–2024 · DOL EFAST2

THE CARMONA INSURES AGENCY LLC — THE CARMONA INSURES AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250414094902NAL0003128962001

THE CARMONA INSURES AGENCY LLC

Form 5500-SF

FILING_RECEIVED

THE CARMONA INSURES AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

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

66

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 THE CARMONA INSURES AGENCY LLC.

Plan sponsor

Name

THE CARMONA INSURES AGENCY LLC

EIN

47-2649371all filings

Address

820 W SPRING CREEK PKWY STE 400P · PLANO, TX · 750234634

Phone

(214) 532-7726

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

BKZ INSURANCE GROUP

BKZ INSURANCE GROUP 401(K) P/S PLAN

$112K · 2 participants

HARVEST FINANCIAL LLC

HARVEST FINANCIAL 401(K) PLAN

$112K · 3 participants

GREATER PITTSBURGH INSURANCE CONSULTANTS, INC.

GPIC SAVINGS PLAN

$112K · 4 participants

SMART TITLE SERVICES LLC

SMART TITLE SERVICES 401K

$112K · 6 participants

BATTEN INSURANCE SERVICES, INC.

BATTEN INSURANCE SERVICES, INC. PROFIT SHARING PLAN

$112K · 3 participants

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