How big is Sorenson Insurance, LLC's plan?

Sorenson Insurance, LLC's plan reported $18K in assets and 5 participants for 2024.

Original filing (PDF)20250804104607NAL0003284690001

Sorenson Insurance, LLC

Name: Sorenson Insurance, LLC — Sorenson Insurance, LLC, Form 5500 (2024)
Creator: Sorenson Insurance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sorenson Insurance, LLC 401(k) Plan

401(k) retirement plan · Sorenson Insurance, LLC's Sorenson Insurance, LLC 401(k) Plan held $18K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Anthony Warren signed Sorenson Insurance, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sorenson Insurance, LLC's EIN is 84-3708512.

EIN 84-3708512

Plan number 001

Plan year 2024

ACK ID 20250804104607NAL0003284690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sorenson Insurance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sorenson Insurance, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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