Original filing (PDF)20250702093828NAL0007199779001

AL THURMOND AGENCY, INC.

Name: AL THURMOND AGENCY, INC. — AL THURMOND AGENCY PROFIT SHARING PLAN, Form 5500 (2023)
Creator: AL THURMOND AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

AL THURMOND AGENCY PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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 AL THURMOND AGENCY, INC..

Plan sponsor

Name

AL THURMOND AGENCY, INC.

EIN

74-1952639

Address

14800 ST. MARY'S LANE, · STE 235 · HOUSTON, TX · 770792943

Phone

(281) 679-8585

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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