Original filing (PDF)20250614111637NAL0029268096001

Perry D. Unwalla Insurance Agency, Inc.

Name: Perry D. Unwalla Insurance Agency, Inc. — Form 5500 Plan 001 (2024)
Creator: Perry D. Unwalla Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perry D. Unwalla Insurance Agency, Inc. 401(k) Plan

401(k) retirement plan · Perry D. Unwalla Insurance Agency, Inc.'s Perry D. Unwalla Insurance Agency, Inc. 401(k) Plan held $2.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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.

Decision-maker contacts

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

Plan sponsor

Name

PERRY D. UNWALLA INSURANCE AGENCY, INC.

EIN

59-3652088all filings

Address

3791 A1A S. STE. A · ST. AUGUSTINE, FL · 320809704

Phone

(904) 461-5400

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator