Original filing (PDF)20250703110107NAL0001163266001

WATSON AGENCY, INC.

Name: WATSON AGENCY, INC. — INSURANCE PROFESSIONAL ASSOCIATES SIMPLE 401(K) PLAN, Form 5500 (2024)
Creator: WATSON AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

INSURANCE PROFESSIONAL ASSOCIATES SIMPLE 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WATSON AGENCY, INC.

EIN

48-1019754all filings

Address

P.O. BOX 165 · KIOWA, KS · 67070

Phone

(620) 825-4155

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