Original filing (PDF)20250605155159NAL0008597891001

J.S. EDWARDS & SHERLOCK INSURANCE AGENCY, L.L.P.

Name: J.S. EDWARDS & SHERLOCK INSURANCE AGENCY, L.L.P. — J.S. EDWARDS & SHERLOCK INSURANCE AGENCY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: J.S. EDWARDS & SHERLOCK INSURANCE AGENCY, L.L.P.

Form 5500-SF

FILING_RECEIVED

J.S. EDWARDS & SHERLOCK INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 J.S. EDWARDS & SHERLOCK INSURANCE AGENCY, L.L.P..

Plan sponsor

Name

J.S. EDWARDS & SHERLOCK INSURANCE AGENCY, L.L.P.

EIN

76-0474842

Address

4155 PHELAN BLVD · BEAUMONT, TX · 77707

Phone

(409) 838-4578

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

2025-06-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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