How big is Townsend-Evans Insurance's plan?

Townsend-Evans Insurance's plan reported $77K in assets and 7 participants for 2024.

Original filing (PDF)20250915153406NAL0003271138001

Townsend-Evans Insurance

Name: Townsend-Evans Insurance — Townsend-Evans 401(k), Form 5500 (2024)
Creator: Townsend-Evans Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Townsend-Evans 401(k) Plan

401(k) retirement plan · Townsend-Evans Insurance's Townsend-Evans 401(k) Plan held $77K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

ALAN Evans signed Townsend-Evans Insurance's 2024 Form 5500 as plan administrator.

ALAN Evans — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Townsend-Evans Insurance's EIN is 62-0806644.

EIN 62-0806644

Plan number 001

Plan year 2024

ACK ID 20250915153406NAL0003271138001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Townsend-Evans Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Townsend-Evans Insurance's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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