Original filing (PDF)20250806133133NAL0001726787001

WESTGATE - JONES INSURANCE AGENCY, INC.

Name: WESTGATE - JONES INSURANCE AGENCY, INC. — WESTGATE - JONES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: WESTGATE - JONES INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

WESTGATE - JONES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTGATE - JONES INSURANCE AGENCY, INC..

Plan sponsor

Name

WESTGATE - JONES INSURANCE AGENCY, INC.

EIN