Original filing (PDF)20231024110441NAL0013404498001

KINGSBURY PEETZ INSURANCE AGENCY, LLC

Name: KINGSBURY PEETZ INSURANCE AGENCY, LLC — KINGSBURY PEETZ INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: KINGSBURY PEETZ INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

KINGSBURY PEETZ INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

KINGSBURY PEETZ INSURANCE AGENCY, LLC

EIN

47-5634148

Address

3038 SOUTH ALAMEDA ST. · CORPUS CHRISTI, TX · 784042601

Phone

(361) 887-7722

Industry

Finance & Insurancesee all

Plan administrator