· 2022–2024 · DOL EFAST2

COFFMAN INSURANCE AGENCY, LLC — COFFMAN INSURANCE AGENCY, LLC 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)

Original filing (PDF)20250627081606NAL0022944098001

COFFMAN INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

COFFMAN INSURANCE AGENCY, LLC 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

COFFMAN INSURANCE AGENCY, LLC

EIN

61-1381286all filings

Address

7204 DIXIE HIGHWAY · LOUISVILLE, KY · 40258

Phone

(502) 937-4484

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

2025-06-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

BOB VANCE AGENCY INC.

BOB VANCE AGENCY INC. 401(K) PLAN

$239K · 3 participants

DAVID P ARCE INC AGENCY INC

DAVID P ARCE INS 401(K)

$239K · 14 participants

STEPHEN COLE AGENCY INC.

STEPHEN COLE AGENCY 401(K) PLAN

$239K · 13 participants

TORRES INSURANCE AGENCY LLC

TORRES INSURANCE AGENCY LLC 401(K)

$239K · 11 participants

THE SCANLON AGENCY, LLC

THE SCANLON AGENCY, LLC 401(K) PLAN

$239K · 2 participants

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