Original filing (PDF)20230720114517NAL0003548481001

TOM FISCHER AGENCY INC.

Name: TOM FISCHER AGENCY INC. — TOM FISCHER AGENCY, INC. SAFE HARBOR 401(K) PLAN, Form 5500 (2022)
Creator: TOM FISCHER AGENCY INC.

Form 5500-SF

FILING_RECEIVED

TOM FISCHER AGENCY, INC. SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOM FISCHER AGENCY INC..

Plan sponsor

Name

TOM FISCHER AGENCY INC.

EIN

74-3075141

Address

7440 N. LINDBERGH BLVD. · HAZELWOOD, MO · 63042

Phone

(314) 895-1055

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-20

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)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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