How big is Gary Annis Agency's plan?

Gary Annis Agency's plan reported $396 in assets and 2 participants for 2024.

Original filing (PDF)20250718085656NAL0002191152001

Gary Annis Agency

Name: Gary Annis Agency — Gary Annis Agency 401(k) Plan, Form 5500 (2024)
Creator: Gary Annis Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary Annis Agency 401(k) Plan

401(k) retirement plan · Gary Annis Agency's Gary Annis Agency 401(k) Plan held $396 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$396

Net assets (EOY)

$396

People on this filing

Marcus Bowie signed Gary Annis Agency's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gary Annis Agency's EIN is 54-2162991.

EIN 54-2162991

Plan number 001

Plan year 2024

ACK ID 20250718085656NAL0002191152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gary Annis Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gary Annis Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off