Original filing (PDF)20251013175605NAL0001801873001

GREG NORRIS INSURANCE AGENCY INC

Name: GREG NORRIS INSURANCE AGENCY INC — GREG NORRIS INSURANCE AGENCY INC DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: GREG NORRIS INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

GREG NORRIS INSURANCE AGENCY INC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 GREG NORRIS INSURANCE AGENCY INC.

Plan sponsor

Name

GREG NORRIS INSURANCE AGENCY INC

EIN

68-0338630

Address

18 GREENWOOD BAY DRIVE · TIBURON, CA · 94920

Phone

(415) 389-8200

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

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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