How big is Preston Sharp Insurance Agency LLC's plan?

Preston Sharp Insurance Agency LLC's plan reported $266K in assets and 4 participants for 2025.

Original filing (PDF)20260427143639NAL0008402977001

Preston Sharp Insurance Agency LLC

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

Form 5500-SF

FILING_RECEIVED

Preston Sharp Insurance Agency 401(k) Plan

401(k) retirement plan · Preston Sharp Insurance Agency LLC's Preston Sharp Insurance Agency 401(k) Plan held $266K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

People on this filing

Preston Sharp signed Preston Sharp Insurance Agency LLC's 2025 Form 5500 as plan administrator.

Preston Sharp — 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

Preston Sharp Insurance Agency LLC's EIN is 85-4395746.

EIN 85-4395746

Plan number 001

Plan year 2025

ACK ID 20260427143639NAL0008402977001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Preston Sharp Insurance Agency LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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