Original filing (PDF)20250715103017NAL0001518803001

JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC.

Name: JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC. — RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC., Form 5500 (2024)
Creator: JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

RETIREMENT PLAN FOR EMPLOYEES OF JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC..

Plan sponsor

Name

JOHNNY R. ADCOCK, CLU & ASSOCIATES, INC.

EIN

59-3216303

Address

311 W. FLETCHER AVENUE · TAMPA, FL · 336123414

Phone

(813) 935-4091

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

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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