How big is David W. Schmidt Insurance Agency's plan?

David W. Schmidt Insurance Agency's plan reported $5.0M in assets and 9 participants for 2025.

Original filing (PDF)20260501122316NAL0001207425001

David W. Schmidt Insurance Agency

Name: David W. Schmidt Insurance Agency — David Schmidt, Form 5500 (2025)
Creator: David W. Schmidt Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Schmidt Insurance Agency, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · David W. Schmidt Insurance Agency's David Schmidt Insurance Agency, Inc. 401(k) Profit Sharing Plan held $5.0M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

David W. Schmidt Insurance Agency's EIN is 91-1752684.

EIN 91-1752684

Plan number 001

Plan year 2025

ACK ID 20260501122316NAL0001207425001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David W. Schmidt Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David W. Schmidt Insurance Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID W. SCHMIDT INSURANCE AGENCY.

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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