Original filing (PDF)20251126140938NAL0007114672001

THE ALLEN THOMAS INSURANCE AGENCY INC

Name: THE ALLEN THOMAS INSURANCE AGENCY INC — THE ALLEN THOMAS INSURANCE AGENCY INC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: THE ALLEN THOMAS INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

THE ALLEN THOMAS INSURANCE AGENCY INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

THE ALLEN THOMAS INSURANCE AGENCY INC

EIN

84-1620669all filings

Address

4081 N JEFFERSON STREET · MEDINA, OH · 44256

Phone

(440) 826-3676

Industry

Finance & Insurancesee all

Plan administrator