How big is Samantha Harris Insurance Agency Inc.'s plan?

Samantha Harris Insurance Agency Inc.'s plan reported $19K in assets and 5 participants for 2025.

Original filing (PDF)20260512121629NAL0008507648001

Samantha Harris Insurance Agency Inc.

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

Form 5500-SF

FILING_RECEIVED

Sam Harris 401(k) Plan

401(k) retirement plan · Samantha Harris Insurance Agency Inc.'s Sam Harris 401(k) Plan held $19K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Samantha Harris signed Samantha Harris Insurance Agency Inc.'s 2025 Form 5500 as plan administrator.

Samantha Harris — 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

Samantha Harris Insurance Agency Inc.'s EIN is 87-2506636.

EIN 87-2506636

Plan number 001

Plan year 2025

ACK ID 20260512121629NAL0008507648001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Samantha Harris Insurance Agency Inc.'s plan includes automatic enrollment, 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 SAMANTHA HARRIS INSURANCE AGENCY INC.

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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