How big is Community Financial Insurance Cente's plan?

Community Financial Insurance Cente's plan reported $8.2M in assets and 38 participants for 2024.

Original filing (PDF)20250728134809NAL0003069296001

Community Financial Insurance Cente

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

Form 5500-SF

FILING_RECEIVED

Community Financial Insurance Center, LLC 401(k) Plan

401(k) retirement plan · Community Financial Insurance Cente's Community Financial Insurance Center, LLC 401(k) Plan held $8.2M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Jeffrey P. MOUK signed Community Financial Insurance Cente's 2024 Form 5500 as plan administrator.

Jeffrey P. MOUK — 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

Community Financial Insurance Cente's EIN is 86-1109226.

EIN 86-1109226

Plan number 001

Plan year 2024

ACK ID 20250728134809NAL0003069296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community Financial Insurance Cente from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community Financial Insurance Cente'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 COMMUNITY FINANCIAL INSURANCE CENTE.

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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