Original filing (PDF)20250707140119NAL0005424048001

WAYNE WEIGELT AGENCY

Name: WAYNE WEIGELT AGENCY — WAYNE WEIGELT AGENCY 401K PLAN, Form 5500 (2024)
Creator: WAYNE WEIGELT AGENCY

Form 5500-SF

FILING_RECEIVED

WAYNE WEIGELT AGENCY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

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 WAYNE WEIGELT AGENCY.

Plan sponsor

Name

WAYNE WEIGELT AGENCY

EIN

90-0129073

Address

2610 MAIN STREET · SUITE 109 · BUDA, TX · 78610

Phone

(512) 449-6040

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

KENDYL ROUNDTREE

KR 401K AND PROFIT SHARING PLAN

$44K · 3 participants

ANGELA KING INSURANCE AGENCY LLC

ANGELA KING INSURANCE AGENCY 401K

$43K · 5 participants

SAVE MONEY CAR INSURANCE CORPO

SAVE MONEY CAR INSURANCE CORPO 401(K) PROFIT SHARING PLAN & TRUST

$44K · 17 participants

BC BROKERAGE, LLC

BC BROKERAGE, LLC 401(K) PLAN

$44K · 2 participants

SJ BRYANT INSURANCE AGENCY, LLC

SJ BRYANT INSURANCE AGENCY, LLC 401(K) PLAN