How big is Koepke Insurance, Inc.'s plan?

Koepke Insurance, Inc.'s plan reported $1.6M in assets and 5 participants for 2023.

Original filing (PDF)20250710155002NAL0009385936001

Koepke Insurance, Inc.

Name: Koepke Insurance, Inc. — Koepke Insurance, Inc., Form 5500 (2023)
Creator: Koepke Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koepke Insurance, Inc. 401(k) Plan

401(k) retirement plan · Koepke Insurance, Inc.'s Koepke Insurance, Inc. 401(k) Plan held $1.6M in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Koepke Insurance, Inc.'s EIN is 83-1896344.

EIN 83-1896344

Plan number 001

Plan year 2023

ACK ID 20250710155002NAL0009385936001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Koepke Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Koepke Insurance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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