Original filing (PDF)20250611160247NAL0012345443001

LOVETT INSURANCE AGENCY, INC.

Name: LOVETT INSURANCE AGENCY, INC. — LOVETT INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: LOVETT INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

LOVETT INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LOVETT INSURANCE AGENCY, INC.

EIN

58-1270110all filings

Address

510 BELLEVUE AVENUE · DUBLIN, GA · 31021

Phone

(478) 272-6731

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SHON L CHAPMAN AGENCY INC

SHON L CHAPMAN AGENCY INC 401K PLAN

$49K · 3 participants

JUDY AGUILAR-WOERTZ INSURANCE AGENCY INC

JUDY AGUILAR-WOERTZ INSURANCE AGENCY INC 401K PLAN

$49K · 7 participants

SYNERGY INSURANCE AGENCY LLC

SYNERGY INSURANCE AGENCY 401K

$49K · 11 participants

OLSON INSURANCE

OLSON INSURANCE 401(K) PLAN

$49K · 4 participants

COLLINS FAMILY INSURANCE, LLC

COLLINS FAMILY INSURANCE 401(K) PLAN

$49K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.