· 2022–2024 · DOL EFAST2

GULF COAST INSURANCE, LLC — GULF COAST INSURANCE, LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20250607090641NAL0036263394001

GULF COAST INSURANCE, LLC

Form 5500-SF

FILING_RECEIVED

GULF COAST INSURANCE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

10

Accounts w/ balance

10

Plan assets (EOY)

$499K

Net assets (EOY)

$499K

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

78

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 GULF COAST INSURANCE, LLC.

Plan sponsor

Name

GULF COAST INSURANCE, LLC

EIN

59-3664838all filings

Address

7795 DAVIS BOULEVARD · SUITE 201 · NAPLES, FL · 34104

Phone

(239) 302-7347

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

2025-06-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PROFESSIONAL MARKETING INSURANCE

PROFESSIONAL MARKETING & INSURANCE SERVICES INC 401K PROF

$499K · 3 participants

SOERGEL-BRANDES INSURANCE & FINA

SOERGEL-BRANDES INSURANCE & FINANCIAL SERVICES 401K PROFIT S

$499K · 5 participants

ARMSTRONG WEALTH MANAGEMENT

ARMSTRONG WEALTH MANAGEMENT PROFIT SHARING PLAN

$499K · 2 participants

STAUDINGER GROUP, INC.

STAUDINGER CASH BALANCE PLAN AND TRUST

$499K · 4 participants

U.S. & OVERSEAS AGENCIES, INC.

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