How big is Bennett, Bennett & Johnson Agency Inc.'s plan?

Bennett, Bennett & Johnson Agency Inc.'s plan reported $133K in assets and 14 participants for 2024.

Original filing (PDF)20251009110817NAL0011326976001

Bennett, Bennett & Johnson Agency Inc.

Name: Bennett, Bennett & Johnson Agency Inc. — Form 5500 Plan 001 (2024)
Creator: Bennett, Bennett & Johnson Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bennett, Bennett & Johnson Agency Inc. 401(k) P/S Plan

401(k) retirement plan · Bennett, Bennett & Johnson Agency Inc.'s Bennett, Bennett & Johnson Agency Inc. 401(k) P/S Plan held $133K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

People on this filing

WES Bennett signed Bennett, Bennett & Johnson Agency Inc.'s 2024 Form 5500 as plan administrator.

WES Bennett — 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

Bennett, Bennett & Johnson Agency Inc.'s EIN is 58-1139003.

EIN 58-1139003

Plan number 001

Plan year 2024

ACK ID 20251009110817NAL0011326976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bennett, Bennett & Johnson Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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