How big is Botkin Insurance Agency's plan?

Botkin Insurance Agency's plan reported $8K in assets and 4 participants for 2025.

Original filing (PDF)20260319100956NAL0003925873001

Botkin Insurance Agency

Name: Botkin Insurance Agency — Botkin Insurance Agency, Form 5500 (2025)
Creator: Botkin Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Botkin Insurance Agency 401(k) Plan

401(k) retirement plan · Botkin Insurance Agency's Botkin Insurance Agency 401(k) Plan held $8K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

Plan identifiers

Botkin Insurance Agency's EIN is 85-4270130.

EIN 85-4270130

Plan number 001

Plan year 2025

ACK ID 20260319100956NAL0003925873001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Botkin Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Botkin Insurance Agency'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 BOTKIN INSURANCE AGENCY.

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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