Original filing (PDF)20250519095708NAL0000500193001

THE COMPLETE INSURANCE SOURCE

Name: THE COMPLETE INSURANCE SOURCE — THE COMPLETE INSURANCE SOURCE 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE COMPLETE INSURANCE SOURCE

Form 5500-SF

FILING_RECEIVED

THE COMPLETE INSURANCE SOURCE 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 THE COMPLETE INSURANCE SOURCE.

Plan sponsor

Name

THE COMPLETE INSURANCE SOURCE

EIN

58-1091455

Address

PO BOX 1299 · FAYETTEVILLE, GA · 30214

Phone

(770) 371-8247

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

THE COMPLETE INSURANCE SOURCE

EIN

58-1091455

City

FAYETTEVILLE, GA

Phone

(770) 371-8247

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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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