Original filing (PDF)20250417220100NAL0003392146074

THE ANNUITY MAN LLC

Name: THE ANNUITY MAN LLC — THE ANNUITY MAN 401(K) PLAN, Form 5500 (2024)
Creator: THE ANNUITY MAN LLC

Form 5500-SF

FILING_RECEIVED

THE ANNUITY MAN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$196K

Net assets (EOY)

$196K

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 THE ANNUITY MAN LLC.

Plan sponsor

Name

THE ANNUITY MAN LLC

EIN

84-3435552all filings

Address

520 HONEY LOCUST LN · PONTE VEDRA BEACH, FL · 32082

Phone

(800) 509-6473

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

CASPER INSURANCE AGENCY INC

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

$196K · 4 participants

DEAL INSURANCE GROUP, INC.

DEAL INSURANCE GROUP, INC. 401(K) PLAN

$196K · 8 participants

CESAR FLORES

CESAR FLORES 401(K) PROFIT SHARING PLAN

$196K · 4 participants

MIYASHITA INS AND FIN SVCS

MIYASHITA INS AND FIN SVCS 401(K) PLAN

$196K · 6 participants

MIYASHITA INS AND FIN SVCS

MIYASHITA INS AND FIN SVCS 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.