Original filing (PDF)20230922154856NAL0009253250001

CLARENCE E. POSTINS, JR.

Name: CLARENCE E. POSTINS, JR. — CLARENCE E. POSTINS, JR. AGE-WEIGHTED PROFIT, Form 5500 (2022)
Creator: CLARENCE E. POSTINS, JR.

Form 5500-SF

FILING_RECEIVED

CLARENCE E. POSTINS, JR. AGE-WEIGHTED PROFIT

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARENCE E. POSTINS, JR..

Plan sponsor

Name

CLARENCE E. POSTINS, JR.

EIN

61-0877365

Address

310 NORTH MAIN STREET · FRANKLIN, KY · 42135

Phone

(270) 586-9531

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-31

Filed

2023-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

3B · Covers self-employed individuals

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

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