How big is Gary T. Sargent's plan?

Gary T. Sargent's plan reported $1.1M in assets and 2 participants for 2025.

Original filing (PDF)20260323042522NAL0001600435001

Gary T. Sargent

Name: Gary T. Sargent — Gary T. Sargent Profit Sharing, Form 5500 (2025)
Creator: Gary T. Sargent
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary T. Sargent Profit Sharing Plan

Defined-contribution retirement plan · Gary T. Sargent's Gary T. Sargent Profit Sharing Plan held $1.1M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Gary T. Sargent's EIN is 61-1015548.

EIN 61-1015548

Plan number 001

Plan year 2025

ACK ID 20260323042522NAL0001600435001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gary T. Sargent from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gary T. Sargent's plan includes profit-sharing, life insurance.

Decision-maker contacts

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

GARY T. SARGENT

EIN

all filings

Address

P.O. BOX 806 · BURLINGTON, KY · 41005

Phone

(859) 586-8555

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator