· 2022–2024 · DOL EFAST2

SALE INSURANCE AGENCY, INC. — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SALE INSURANCE AGENCY, INC., Form 5500 (2024)

Original filing (PDF)20251008135022NAL0003330243001

SALE INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SALE INSURANCE AGENCY, INC.

401(k) retirement plan

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

3

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

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

69

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SALE INSURANCE AGENCY, INC.

EIN

59-2994812all filings

Address

309 S TENNESSEE AVE · LAKELAND, FL · 338014617

Phone

(863) 682-0363

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

W. E. SHAW & ASSOCIATES, LLC

W. E. SHAW & ASSOCIATES, LLC 401(K) PLAN

$580K · 6 participants

BRIAN V. BOZAJIAN

BRIAN V. BOZAJIAN CASH BALANCE PLAN

$580K · 2 participants

VINCE JARBOE INSURANCE AGENCY, INC.

VINCE JARBOE INSURANCE AGENCY 401(K) PLAN

$579K · 3 participants

JAMES HEIDRICH INSURANCE AGENCY, INC.

JAMES HEIDRICH INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN

$579K · 2 participants

HEIDELBERGER AGENCY INC.

HEIDELBERGER AGENCY 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.