Original filing (PDF)20250902093611NAL0014112833001

RON LEMASTER INSURANCE, INC.

Name: RON LEMASTER INSURANCE, INC. — RON LEMASTER INSURANCE, INC. EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: RON LEMASTER INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

RON LEMASTER INSURANCE, INC. EMPLOYEE RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RON LEMASTER INSURANCE, INC..

Plan sponsor

Name

RON LEMASTER INSURANCE, INC.

EIN

61-0976004

Address

555 MAIN STREET · SOUTH SHORE, KY · 41175

Phone

(606) 932-3130

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

2025-09-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

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

Related plans

Similar-size Insurance Agencies & Brokerages plans

TRICORD ADVISORS, INC.

TRICORD ADVISORS, INC. 401(K) PROFIT SHARING PLAN

$2.7M · 10 participants

STRATEGIC RETIREMENT GROUP

SRG SAFE HARBOR 401(K)

$2.7M · 6 participants

BKCW, L.P.

BKCW, L.P. 401(K) PROFIT SHARING PLAN

$2.7M · 59 participants

5G BENEFITS, LLC

5G BENEFITS, LLC RETIREMENT PLAN

$2.7M · 24 participants

LINDA A. BURCHETT INSURANCE AGENCY, INC.

LINDA A. BURCHETT INSURANCE AGENCY, INC. PROFIT SHARING PLAN

$2.7M · 3 participants