Original filing (PDF)20250118152343NAL0014381315001

BOB BOSWELL INSURANCE AGENCY, INC.

Name: BOB BOSWELL INSURANCE AGENCY, INC. — BOB BOSWELL INSURANCE AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOB BOSWELL INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

BOB BOSWELL INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$858K

Net assets (EOY)

$858K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

BOB BOSWELL INSURANCE AGENCY, INC.

EIN

61-1431841

Address

8162 MALL RD · FLORENCE, KY · 41042

Phone

(859) 525-1460

Industry

Finance & Insurancesee all

Plan administrator