Original filing (PDF)20251009123813NAL0016089522001

AMELIA UNDERWRITERS INC

Name: AMELIA UNDERWRITERS INC — AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: AMELIA UNDERWRITERS INC

Form 5500-SF

FILING_RECEIVED

AMELIA UNDERWRITERS, INC. 401(K) PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 AMELIA UNDERWRITERS INC.

Plan sponsor

Name

AMELIA UNDERWRITERS INC

EIN

59-2499706

Address

117 CENTRE STREET, 2ND FLOOR · FERNANDINA BEACH, FL · 32034

Phone

(904) 432-1052

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PACIFIC CREST SERVICES, INC.

PACIFIC CREST SERVICES, INC. 401(K) P/S PLAN

$1.6M · 24 participants

INTERREMEDY INSURANCE SERVICES, LLC

INTERREMEDY INSURANCE SERVICES 401(K) PROFIT SHARING PLAN TRUST

$1.6M · 10 participants

NC GRANGE MUTUAL

NC GRANGE MUTUAL 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 18 participants

THE LOWA GROUP, INC.

THE LOWA GROUP, INC. 401(K) PLAN

$1.6M · 16 participants

WILLIAM J. CHRISTIE ASSOCIATES, INC.

WILLIAM J. CHRISTIE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN