Original filing (PDF)20251008151201NAL0005744177003

GREENE INSURANCE AGENCY, INC.

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

Form 5500-SF

FILING_RECEIVED

GREENE INSURANCE AGENCY, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$187K

Net assets (EOY)

$187K

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.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GREENE INSURANCE AGENCY, INC.

EIN

58-1420242all filings

Address

PO BOX 1247 · VALDOSTA, GA · 31603

Phone

(229) 560-5321

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

GREENE INSURANCE AGENCY, INC.

EIN

58-1420242

City

VALDOSTA, GA

Phone

(229) 560-5321

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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