How big is Stephen Beatty Insurance LLC's plan?

Stephen Beatty Insurance LLC's plan reported $33K in assets and 3 participants for 2024.

Original filing (PDF)20250722090405NAL0002490065001

Stephen Beatty Insurance LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Stephen Beatty Insurance LLC held $33K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

People on this filing

Shirley Horner signed Stephen Beatty Insurance LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Stephen Beatty Insurance LLC's EIN is 86-2872515.

EIN 86-2872515

Plan number 001

Plan year 2024

ACK ID 20250722090405NAL0002490065001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen Beatty Insurance LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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