Original filing (PDF)20250226134624NAL0000612723001

ANN M Sullivan Insurance Agency Inc.

Name: ANN M Sullivan Insurance Agency Inc. — ANN Sullivan, Form 5500 (2024)
Creator: ANN M Sullivan Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ANN Sullivan Lewis 401(k) Plan

401(k) retirement plan · ANN M Sullivan Insurance Agency Inc.'s ANN Sullivan Lewis 401(k) Plan held $145K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ANN M SULLIVAN INSURANCE AGENCY INC

EIN

all filings

Address

62 KELLY RD · MCDONOUGH, GA · 30253

Phone

(678) 583-9400

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator