Original filing (PDF)20250710095819NAL0003972515002

PHIL BROWN INSURANCE AGENCY INC

Name: PHIL BROWN INSURANCE AGENCY INC — PHIL BROWN INSURANCE AGENCY INC 401K/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PHIL BROWN INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

PHIL BROWN INSURANCE AGENCY INC 401K/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 PHIL BROWN INSURANCE AGENCY INC.

Plan sponsor

Name

PHIL BROWN INSURANCE AGENCY INC

EIN

61-1239281

Address

9300 SHELBYVILLE RD STE 1004 · LOUISVILLE, KY · 40222

Phone

(502) 327-6966

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

2025-07-10

Pension benefit codes

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

FORWARD IN FAITH, LLC

FORWARD IN FAITH 401(K) PROFIT SHARING PLAN

$3.9M · 18 participants

MILLER FINANCIAL, INC.

MILLER INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

$3.9M · 2 participants

ALAN ROBERT SCHULTZ

ALAN ROBERT SCHULTZ AGE-WEIGHTED PROFIT SHARING PLAN

$3.9M · 4 participants

ARCHER FINANCIAL GROUP, INC.

ARCHER FINANCIAL GROUP, INC. 401(K) PLAN

$3.9M · 3 participants

VAN-BAR, INC.

VANBAR, INCORPORATED PROFIT SHARING & SAVINGS PLAN