How big is KEN Phelps Insurance's plan?

KEN Phelps Insurance's plan reported $1.6M in assets and 12 participants for 2024.

Original filing (PDF)20250812123710NAL0022881314001

KEN Phelps Insurance

Name: KEN Phelps Insurance — KEN Phelps Insurance 401(k), Form 5500 (2024)
Creator: KEN Phelps Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KEN Phelps Insurance 401(k) Plan

401(k) retirement plan · KEN Phelps Insurance's KEN Phelps Insurance 401(k) Plan held $1.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Alicia Phelps signed KEN Phelps Insurance's 2024 Form 5500 as plan administrator.

Alicia Phelps — 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

KEN Phelps Insurance's EIN is 76-0373585.

EIN 76-0373585

Plan number 001

Plan year 2024

ACK ID 20250812123710NAL0022881314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KEN Phelps Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KEN Phelps Insurance's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEN PHELPS INSURANCE.

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score