Original filing (PDF)20250730163437NAL0004379457001

MEYER & COOK INSURANCE AGENCY, LLC.

Name: MEYER & COOK INSURANCE AGENCY, LLC. — MEYER & COOK INSURANCE AGENCY, LLC PROFIT SHARING AND 401K PLAN, Form 5500 (2024)
Creator: MEYER & COOK INSURANCE AGENCY, LLC.

Form 5500-SF

FILING_RECEIVED

MEYER & COOK INSURANCE AGENCY, LLC PROFIT SHARING AND 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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 MEYER & COOK INSURANCE AGENCY, LLC..

Plan sponsor

Name

MEYER & COOK INSURANCE AGENCY, LLC.

DBA

BROWN & MEYER & COOK INS. AGENCY

EIN

68-0454401

Address

P.O. BOX 277 · WALNUT GROVE, CA · 956900277

Phone

(916) 776-1751

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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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