· 2022–2024 · DOL EFAST2

GRACIE BERUMEN INSURANCE AGENC — GRACIE BERUMEN INSURANCE AGENC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240716111733NAL0001696819001

GRACIE BERUMEN INSURANCE AGENC

Form 5500-SF

FILING_RECEIVED

GRACIE BERUMEN INSURANCE AGENC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

5

Accounts w/ balance

4

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan health score

Above-average plan

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

38

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 GRACIE BERUMEN INSURANCE AGENC.

Plan sponsor

Name

GRACIE BERUMEN INSURANCE AGENC

EIN

88-1525599all filings

Address

420 HAWKINS RUN RD SUITE 300 · MIDLOTHIAN, TX · 76065

Phone

(682) 263-7775

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-16

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

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