Original filing (PDF)20250430121900NAL0003831410001

DAVID W. SCHMIDT INSURANCE AGENCY

Name: DAVID W. SCHMIDT INSURANCE AGENCY — DAVID SCHMIDT INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID W. SCHMIDT INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

DAVID SCHMIDT INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID W. SCHMIDT INSURANCE AGENCY.

Plan sponsor

Name

DAVID W. SCHMIDT INSURANCE AGENCY

EIN

91-1752684

Address

2834 JACKSON BLVD, STE 101 · RAPID CITY, SD · 577023809

Phone

(605) 342-5434

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

2025-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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