Original filing (PDF)20250423114952NAL0008595696001

WALLY TAYLOR INSURANCE AGENCY, INC.

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

Form 5500-SF

FILING_RECEIVED

WALLY TAYLOR INSURANCE AGENCY, INC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$820K

Net assets (EOY)

$820K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

WALLY TAYLOR INSURANCE AGENCY, INC.

EIN

58-2423777all filings

Address

885 HONEY CREEK RD. · CONYERS, GA · 30094

Phone

(770) 483-4134

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator