How big is Erwin McGowan's plan?

Erwin McGowan's plan reported $2.2M in assets and 4 participants for 2024.

Original filing (PDF)20250516161226NAL0015618115001

Erwin McGowan

Name: Erwin McGowan — EMAC 401(k), Form 5500 (2024)
Creator: Erwin McGowan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EMAC 401(k)

401(k) retirement plan · Erwin McGowan's EMAC 401(k) held $2.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Erwin McGowan signed Erwin McGowan's 2024 Form 5500 as plan administrator.

Erwin McGowan — 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

Erwin McGowan's EIN is 76-0699552.

EIN 76-0699552

Plan number 001

Plan year 2024

ACK ID 20250516161226NAL0015618115001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Erwin McGowan'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 ERWIN MCGOWAN.

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

ERWIN MCGOWAN

EIN

all filings

Address

1315 LOCKWOOD DRIVE · HOUSTON, TX · 770206616

Phone

(713) 672-7509

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-05-16

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

Premier Insurance Agency, Ltd.

Premier Insurance Agency Retirement Plan

$2.2M · 8 participants

Schaefer Insurance Services, LP

Schaefer Insurance Services 401(k) Plan

$2.2M · 10 participants

BRAY & Oakley Insurance Agency, Inc.

BRAY & Oakley 401(k) Profit Sharing Plan

$2.2M · 23 participants

Doehring Schultz Agency

Doehring Schultz 401(k) Plan

$2.2M · 20 participants

Porter-Whidbey Insurance, Inc.

Porter-Whidbey Insurance, Inc. 401(k) Profit Sharing Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.