How big is Leslie West Insurance Agency's plan?

Leslie West Insurance Agency's plan reported $99K in assets and 9 participants for 2025.

Original filing (PDF)20260519162211NAL0001421648001

Leslie West Insurance Agency

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

Form 5500-SF

FILING_RECEIVED

Leslie West Agency 401(k) Plan

401(k) retirement plan · Leslie West Insurance Agency's Leslie West Agency 401(k) Plan held $99K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

People on this filing

Leslie West signed Leslie West Insurance Agency's 2025 Form 5500 as plan administrator.

Leslie West — 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

Leslie West Insurance Agency's EIN is 86-3520721.

EIN 86-3520721

Plan number 001

Plan year 2025

ACK ID 20260519162211NAL0001421648001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Leslie West Insurance Agency's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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