· 2022–2024 · DOL EFAST2

RICKY WATSON INSURANCE AGENCY — RICKY WATSON INSURANCE AGENCY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251001203743NAL0013002913001

RICKY WATSON INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

RICKY WATSON INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

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

65

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 RICKY WATSON INSURANCE AGENCY.

Plan sponsor

Name

RICKY WATSON INSURANCE AGENCY

EIN

83-1296134all filings

Address

1401 N. TRUMAN BLVD · SUITE 2 · FESTUS, MO · 63028

Phone

(636) 937-2904

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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