Original filing (PDF)20250719120844NAL0002900129001

RAY SCOTT INSURANCE AGENCY INC

Name: RAY SCOTT INSURANCE AGENCY INC — Form 5500 (2024)
Creator: RAY SCOTT INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

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 RAY SCOTT INSURANCE AGENCY INC.

Plan sponsor

Name

RAY SCOTT INSURANCE AGENCY INC

EIN

81-1643083

Address

4144 N CENTRAL EXPY · STE 700 · DALLAS, TX · 75204

Phone

(469) 372-5925

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

ABC EARLY CHILDHOOD LEARNING &

ABC EARLY CHILDHOOD LEARNING & 401(K) PROFIT SHARING PLAN & TRUST

$30K · 7 participants

PLAY STUDY WIN INC

PLAYSTUDYWIN INC 401K

$30K · 2 participants

BEGINNING YEARS DAYCARE CENTER I

BEGINNING YEARS DAYCARE CENTER INC

$30K · 27 participants

AGAPE MINISTRY OF HILLSBOROUGH N

AGAPE MINISTRY OF HILLSBOROUGH NC

$30K · 9 participants

LITTLE FOOTSTEPS ACADEMY CENTER LLC

LITTLE FOOTSTEPS ACADEMY CENTER LLC 401K PLAN