Original filing (PDF)20250610073233NAL0043285330001

JOSE O POMALES AGENCY

Name: JOSE O POMALES AGENCY — JOSE O POMALES AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: JOSE O POMALES AGENCY

Form 5500-SF

FILING_RECEIVED

JOSE O POMALES AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JOSE O POMALES AGENCY

EIN

87-4419659all filings

Address

21319 COAKLEY LN · LAND O LAKES, FL · 34639

Phone

(813) 527-9605

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

YOST INSURANCE AGENCY LLC

YOST INSURANCE AGENCY LLC SOCA BENEFIT PLAN

$1K · 2 participants

THE ACKERMAN INSURANCE TEAM

THE ACKERMAN INSURANCE TEAM SOCA BENEFIT PLAN

$1K · 5 participants

SIRAK FINANCIAL SERVICES AGENCY, INC.

SIRAK FINANCIAL SERVICES AGENCY, INC. CHAMBER BENEFIT ARRANGEMENT PLAN

$1K · 1 participants

YODER CROP INSURANCE

YODER CROP INSURANCE MCF BENEFIT PLAN

$2K · 2 participants

MICHELLE ANGLIN HEISSERER INSURANCE AGENCY INC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.