Original filing (PDF)20250826104654NAL0015086960001

ATKINSON & ASSOCIATES INSURANCE, INC.

Name: ATKINSON & ASSOCIATES INSURANCE, INC. — ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ATKINSON & ASSOCIATES INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$919K

Net assets (EOY)

$919K

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 (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ATKINSON & ASSOCIATES INSURANCE, INC.

EIN

59-2480879all filings

Address

1537 BRANTLEY ROAD, BLDG. C · FORT MYERS, FL · 33907

Phone

(239) 437-5555

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator