How big is Overstreet Associates' plan?

Overstreet Associates' plan reported $395K in assets and 7 participants for 2024.

Original filing (PDF)20251010112041NAL0004179411001

Overstreet Associates

Name: Overstreet Associates — Overstreet 401(k) Plan, Form 5500 (2024)
Creator: Overstreet Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Overstreet 401(k) Plan

401(k) retirement plan · Overstreet Associates' Overstreet 401(k) Plan held $395K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$395K

Net assets (EOY)

$395K

People on this filing

Shellie Thomson signed Overstreet Associates' 2024 Form 5500 as plan administrator.

Shellie Thomson — 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

Overstreet Associates' EIN is 94-3192830.

EIN 94-3192830

Plan number 001

Plan year 2024

ACK ID 20251010112041NAL0004179411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Overstreet Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Overstreet Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OVERSTREET ASSOCIATES.

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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