Original filing (PDF)20250324145212NAL0012916113001

NEVIN & WITT INSURANCE & FINANCIAL SERVICES, INC

Name: NEVIN & WITT INSURANCE & FINANCIAL SERVICES, INC — NEVIN & WITT INSURANCE & FINANCIAL SERVICES, INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NEVIN & WITT INSURANCE & FINANCIAL SERVICES, INC

Form 5500-SF

FILING_RECEIVED

NEVIN & WITT INSURANCE & FINANCIAL SERVICES, INC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 NEVIN & WITT INSURANCE & FINANCIAL SERVICES, INC.

Plan sponsor

Name

NEVIN & WITT INSURANCE & FINANCIAL SERVICES, INC

EIN

68-0406352

Address

1600 MANGROVE AVE., STE. 195 · CHICO, CA · 95926

Phone

(530) 894-0111

Industry

Manufacturingsee 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

2025-03-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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