· 2022–2024 · DOL EFAST2

RIP WEACHTER INSURANCE AGENCY INC — RIP WEACHTER INSURANCE AGENCY INC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250327172114NAL0017837121001

RIP WEACHTER INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

RIP WEACHTER INSURANCE AGENCY INC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

15

Accounts w/ balance

5

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

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

63

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

RIP WEACHTER INSURANCE AGENCY INC

EIN

59-3356441all filings

Address

4311 W EL PRADO BLVD · TAMPA, FL · 33629

Phone

(813) 831-8889

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

2025-03-27

Pension benefit codes

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

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

VANDERPOOL FINANCIAL SERVICES, INC.

VANDERPOOL FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN

$619K · 2 participants

INTEGRITY INSURANCE SOLUTIONS, LLC

INTEGRITY INSURANCE SOLUTIONS, LLC 401(K) PLAN

$619K · 3 participants

FLAGSHIP INSURANCE AGENCY INC

FLAGSHIP INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

$617K · 14 participants

TALLADEGA INSURANCE AGENCY

TALLADEGA INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

$619K · 4 participants

TRICO HOLDING, LLC DBA THE TURNER AGENCY

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