Original filing (PDF)20251008153752NAL0006078513001

TIM TOBEY

Name: TIM TOBEY — TIM TOBEY 401K PLAN, Form 5500 (2024)
Creator: TIM TOBEY

Form 5500-SF

FILING_RECEIVED

TIM TOBEY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 TIM TOBEY.

Plan sponsor

Name

TIM TOBEY

EIN

75-2771705

Address

P.O. BOX 50 · MIDLOTHIAN, TX · 76065

Phone

(972) 723-8880

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SOUTHEAST INSURANCE GROUP INC.

SOUTHEAST INSURANCE GROUP, INC. RETIREMENT PLAN

$1.9M · 12 participants

FERRELL & HILL INSURANCE AGENCY, LL

FERRELL & HILL INSURANCE AGENCY, LLC 401(K) PROFIT SHARING PLAN

$1.9M · 5 participants

DAVIS INSURANCE GROUP LLC

DAVIS INSURANCE GROUP 401(K) PROFIT SHARING PLAN

$1.9M · 9 participants

RW GARRETT INSURANCE AGENCY INC

RW GARRETT AGENCY INC 401(K) PLAN

$1.9M · 8 participants

FINANCIAL DIRECTIONS GROUP, INC.