Original filing (PDF)20260119123434NAL0001962320001

CLARK DAVIES EASLEY & POOL INSURANCE AGENCY INC

Name: CLARK DAVIES EASLEY & POOL INSURANCE AGENCY INC — CLARK DAVIES EASLEY & POOL PENSION TRUST, Form 5500 (2024)
Creator: CLARK DAVIES EASLEY & POOL INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

CLARK DAVIES EASLEY & POOL PENSION TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 CLARK DAVIES EASLEY & POOL INSURANCE AGENCY INC.

Plan sponsor

Name

CLARK DAVIES EASLEY & POOL INSURANCE AGENCY INC

EIN

58-0809308

Address

P.O. BOX 1069 · DALTON, GA · 307221069

Phone

(706) 278-7879

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-19

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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.

Service providers (Schedule C)

Small plans don't disclose service providers

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