· 2022–2024 · DOL EFAST2

CHRIS CAMPBELL INSURANCE AGENC — CHRIS CAMPBELL INSURANCE AGENC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)

Original filing (PDF)20231023083200NAL0011022274001

CHRIS CAMPBELL INSURANCE AGENC

Form 5500-SF

FILING_RECEIVED

CHRIS CAMPBELL INSURANCE AGENC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

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 CHRIS CAMPBELL INSURANCE AGENC.

Plan sponsor

Name

CHRIS CAMPBELL INSURANCE AGENC

EIN

47-4172087all filings

Address

3311 SW REGATTA DR · LEES SUMMIT, MO · 64082

Phone

(913) 488-4299

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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

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