· 2022–2024 · DOL EFAST2

SAUNDERS INSURANCE AGENCY, LLC — SAUNDERS INSURANCE AGENCY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250225154141NAL0026327618001

SAUNDERS INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

SAUNDERS INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SAUNDERS INSURANCE AGENCY, LLC

EIN

81-1172162all filings

Address

437 2ND AVE · GALLIPOLIS, OH · 45631

Phone

(740) 446-0404

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-01

Filed

2025-02-25

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

MODERN BENEFITS LLC

MODERN BENEFITS LLC 401K PROFIT SHARING PLAN

HUDSPETH & ASSOCIATES, INC.

HUDSPETH & ASSOCIATES, INC. 401(K) PLAN

NEVAEH INS SOLUTIONS

NEVAEH INS SOLUTIONS SOCA BENEFIT PLAN

CALUSA SOLUTIONS, INC.

CALUSA SOLUTIONS INC 401(K) PLAN

WEXFORD INSURANCE, LLC

WEXFORD INSURANCE 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.