· 2022–2024 · DOL EFAST2

THOMPSON-BOERGER INSURANCE, INC. — THOMPSON-BOERGER INSURANCE, INC. RETIREMENT PLAN, Form 5500 (2024)

Original filing (PDF)20250918142724NAL0003409010003

THOMPSON-BOERGER INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

THOMPSON-BOERGER INSURANCE, INC. RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$973K

Net assets (EOY)

$973K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THOMPSON-BOERGER INSURANCE, INC.

EIN

61-0905421all filings

Address

1514 DIXIE HIGHWAY · PARK HILLS, KY · 41011

Phone

(859) 291-3914

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

2025-09-18

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

LEGACY CAPITAL GROUP ARKANSAS, LLC

LEGACY CAPITAL GROUP ARKANSAS, LLC CASH BALANCE PLAN

$973K · 13 participants

MADER INS AND FIN SVCS INC

DAVE MADER STATE FARM AGENCY 401(K) PLAN

$973K · 5 participants

AMSTUTZ INSURANCE, INC.

AMSTUTZ INSURANCE, INC. 401(K) PLAN

$973K · 10 participants

PRINCE INSURANCE GROUP

PRINCE INSURANCE GROUP 401(K) PLAN

$974K · 11 participants

JOHN HILL AGENCY

JOHN HILL AGENCY 401(K) P/S PLAN

$972K · 9 participants

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