Original filing (PDF)20250925134213NAL0009807824001

MCCLURE, BOMAR & HARRIS, L.L.C.

Name: MCCLURE, BOMAR & HARRIS, L.L.C. — MCCLURE, BOMAR & HARRIS, L.L.C. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MCCLURE, BOMAR & HARRIS, L.L.C.

Form 5500-SF

FILING_RECEIVED

MCCLURE, BOMAR & HARRIS, L.L.C. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 MCCLURE, BOMAR & HARRIS, L.L.C..

Plan sponsor

Name

MCCLURE, BOMAR & HARRIS, L.L.C.

EIN

72-1465360

Address

P. O. BOX 52599 · SHREVEPORT, LA · 711352599

Phone

(318) 869-2525

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

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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