Original filing (PDF)20240925154746NAL0029590290001

VANCE B. GODDARD INSURANCE

Name: VANCE B. GODDARD INSURANCE — VANCE B. GODDARD INSURANCE DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: VANCE B. GODDARD INSURANCE

Form 5500-SF

FILING_RECEIVED

VANCE B. GODDARD INSURANCE DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 VANCE B. GODDARD INSURANCE.

Plan sponsor

Name

VANCE B. GODDARD INSURANCE

EIN

75-1913994

Address

3132 S. 27TH ST. · ABILENE, TX · 79605

Phone

(325) 695-8191

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-09-25

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

KNIGHT INSURANCE SERVICES, INC.

KNIGHT INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

$2.8M · 13 participants

SUMNER & TONER INSURANCE AGENCY INC

SUMNER & TONER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRUST

$2.8M · 7 participants

CLAY & LAND INSURANCE, INC.

CLAY & LAND INSURANCE, INC. RETIREMENT PLAN

$2.8M · 71 participants

SEA-MOUNTAIN INSURANCE BROKERS, INC.

SEA-MOUNTAIN INSURANCE BROKERS 401(K) PLAN

$2.8M · 30 participants

WALOCK-JOHNSON INSURANCE, INC.