Original filing (PDF)20240819112429NAL0002589392001

King-Phillips Insurance Agency, Inc. DBA

Name: King-Phillips Insurance Agency, Inc. DBA — Form 5500 Plan 001 (2023)
Creator: King-Phillips Insurance Agency, Inc. DBA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

King-Phillips Insurance Agency 401(k) Profit Sharing Plan

401(k) retirement plan · King-Phillips Insurance Agency, Inc. DBA's King-Phillips Insurance Agency 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Mary Saldivar signed King-Phillips Insurance Agency, Inc. DBA's 2023 Form 5500 as plan administrator.

Mary Saldivar — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

King-Phillips Insurance Agency, Inc. DBA's EIN is 76-0124105.

EIN 76-0124105

Plan number 001

Plan year 2023

ACK ID 20240819112429NAL0002589392001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for King-Phillips Insurance Agency, Inc. DBA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

King-Phillips Insurance Agency, Inc. DBA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KING-PHILLIPS INSURANCE AGENCY, INC DBA.

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Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score