Original filing (PDF)20250929155007NAL0011509665001

SAMUEL GRAHAM, JR. INSURANCE AGENCY

Name: SAMUEL GRAHAM, JR. INSURANCE AGENCY — SAMUEL GRAHAM, JR. INSURANCE AGENCY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SAMUEL GRAHAM, JR. INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

SAMUEL GRAHAM, JR. INSURANCE AGENCY PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMUEL GRAHAM, JR. INSURANCE AGENCY.

Plan sponsor

Name

SAMUEL GRAHAM, JR. INSURANCE AGENCY

EIN

54-1220082

Address

P.O. BOX 698 · DAHLGREN, VA · 224480698

Phone

(540) 663-2106

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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