Original filing (PDF)20250820073105NAL0005162352001

INSURE LOGIC, INC.

Name: INSURE LOGIC, INC. — INSURE LOGIC 401K PLAN, Form 5500 (2024)
Creator: INSURE LOGIC, INC.

Form 5500-SF

FILING_RECEIVED

INSURE LOGIC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$780K

Net assets (EOY)

$780K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSURE LOGIC, INC..

Plan sponsor

Name

INSURE LOGIC, INC.

EIN

58-2530056

Address

2506 US HIGHWAY 280 W · CORDELE, GA · 31015

Phone

(229) 271-6000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

INSURE LOGIC, INC.

EIN

58-2530056

City

CORDELE, GA

Phone

(229) 271-6000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

MASSAD INSURANCE AGENCY, LLC

MASSAD INSURANCE AGENCY, LLC 401(K) PLAN

$780K · 4 participants

JACK WALLACE

JACK WALLACE 401(K) PLAN

$780K · 4 participants

LARMANN FINANCIAL CORPORATION

LARMANN FINANCIAL CORPORATION PROFIT SHARING PLAN

$780K · 5 participants

ANN DUNHAM INSURANCE AGENCY, INC.

ANN DUNHAM INSURANCE AGENCY, INC 401(K) PLAN

$781K · 4 participants

MARY S. BILLINGTON AGENCY, INC.

MARY S. BILLINGTON AGENCY, INC. 401(K) RETIREMENT PLAN