Original filing (PDF)20250718112947NAL0000768355001

MATT JOHNSON INSURANCE AGENCY LLC

Name: MATT JOHNSON INSURANCE AGENCY LLC — MJSF 401(K) PLAN, Form 5500 (2024)
Creator: MATT JOHNSON INSURANCE AGENCY LLC

Form 5500-SF

FILING_RECEIVED

MJSF 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan health score

Above-average plan

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 MATT JOHNSON INSURANCE AGENCY LLC.

Plan sponsor

Name

MATT JOHNSON INSURANCE AGENCY LLC

EIN

83-1545252all filings

Address

16944 HWY 3 · WEBSTER, TX · 77598

Phone

(281) 338-1955

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

2025-07-18

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

VENTURE UNLIMITED INC

VENTURE UNLIMITED INC 401(K) PROFIT SHARING PLAN & TRUST

$12K

IZC HOLDINGS LLC

IZC INSURANCE AGENCY 401(K) PLAN

$12K · 9 participants

DENISS JORDAN INSURANCE AGENCY, LLC

DENISS JORDAN INSURANCE AGENCY, LLC 401(K) PLAN

$12K · 7 participants

CASE INSURANCE AND FINANCIAL SERVICES, INC.

CASE INSURANCE & FINANCIAL SERVICES 401K PLAN

$12K · 3 participants

ABNEY GROUP INC

ABNEY GROUP INC 401K PLAN

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