How big is Trummie Patrick Insurance Agency, Inc.'s plan?

Trummie Patrick Insurance Agency, Inc.'s plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20250619153058NAL0008073122001

Trummie Patrick Insurance Agency, Inc.

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

Form 5500-SF

FILING_RECEIVED

Trummie Patrick Insurance Agency, Inc. Employees 401(k) Plan

401(k) retirement plan · Trummie Patrick Insurance Agency, Inc.'s Trummie Patrick Insurance Agency, Inc. Employees 401(k) Plan held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

AMY Jaynes signed Trummie Patrick Insurance Agency, Inc.'s 2024 Form 5500 as plan administrator.

AMY Jaynes — 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

Trummie Patrick Insurance Agency, Inc.'s EIN is 58-1400239.

EIN 58-1400239

Plan number 001

Plan year 2024

ACK ID 20250619153058NAL0008073122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trummie Patrick Insurance Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off