Original filing (PDF)20250926101249NAL0003943123001

CODY MOSS INSURANCE AGENCY, LLC

Name: CODY MOSS INSURANCE AGENCY, LLC — MOSS INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: CODY MOSS INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

MOSS INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CODY MOSS INSURANCE AGENCY, LLC

EIN

81-4297925all filings

Address

15 W. 20TH STREET · HIGGINSVILLE, MO · 64037

Phone

(660) 584-7414

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

2025-09-26

Pension benefit codes

2S · Automatic enrollment

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

BLUE INSURANCE AGENCY INC

BLUE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

$15K · 12 participants

PAUL COUNTS INSURANCE AGENCY

PAUL COUNTS INSURANCE AGENCY RETIREMENT PLAN

$15K · 3 participants

DSP INSURANCE INC.

DSP INSURANCE 401(K) PLAN

$15K · 6 participants

BELLEW INSURANCE INC

$15K · 9 participants

MORGAN BRINSON AGENCY LLC

MORGAN BRINSON STATE FARM AGENCY 401K PLAN

$15K · 5 participants

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