How big is Wright & Kimbrough Insurance Services' plan?

Wright & Kimbrough Insurance Services' plan reported $2.3M in assets and 3 participants for 2025.

Original filing (PDF)20260327123226NAL0007307392001

Wright & Kimbrough Insurance Services

Name: Wright & Kimbrough Insurance Services — Wright &, Form 5500 (2025)
Creator: Wright & Kimbrough Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wright & Kimbrough 401(k) Profit Sharing Plan

401(k) retirement plan · Wright & Kimbrough Insurance Services' Wright & Kimbrough 401(k) Profit Sharing Plan held $2.3M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Wright & Kimbrough Insurance Services' EIN is 68-0029643.

EIN 68-0029643

Plan number 001

Plan year 2025

ACK ID 20260327123226NAL0007307392001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wright & Kimbrough Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wright & Kimbrough Insurance Services' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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