How big is The Middleton Agency LLC's plan?

The Middleton Agency LLC's plan reported $17K in assets and 4 participants for 2024.

Original filing (PDF)20250721152513NAL0001830352001

The Middleton Agency LLC

Name: The Middleton Agency LLC — The Middleton Agency, Form 5500 (2024)
Creator: The Middleton Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Middleton Agency 401(k) Plan

401(k) retirement plan · The Middleton Agency LLC's The Middleton Agency 401(k) Plan held $17K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Shirley Horner signed The Middleton Agency LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Middleton Agency LLC's EIN is 92-0265888.

EIN 92-0265888

Plan number 001

Plan year 2024

ACK ID 20250721152513NAL0001830352001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Middleton Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Middleton Agency LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score