JOHN R. MOORE INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score
91
/ 100
Grade A
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
70
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN R. MOORE INSURANCE AGENCY, INC..
Plan sponsor
Name
JOHN R. MOORE INSURANCE AGENCY, INC.
EIN
54-1557867
Address
7245 ARLINGTON BOULEVARD, SUITE 223 · FALLS CHURCH, VA · 22042
Phone
(703) 573-9044
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2024-12-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
