How big is Clovis Insurance Agency, Inc.'s plan?

Clovis Insurance Agency, Inc.'s plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250528101529NAL0004330387001

Clovis Insurance Agency, Inc.

Name: Clovis Insurance Agency, Inc. — Clovis Insurance, Form 5500 (2024)
Creator: Clovis Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clovis Insurance Agency, Inc. 401(k) Plan & Trust

401(k) retirement plan · Clovis Insurance Agency, Inc.'s Clovis Insurance Agency, Inc. 401(k) Plan & Trust held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Clovis Insurance Agency, Inc.'s EIN is 77-0561272.

EIN 77-0561272

Plan number 001

Plan year 2024

ACK ID 20250528101529NAL0004330387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clovis Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clovis Insurance Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off