Department of Labor filing

BALL-MARTIN INSURANCE AGENCY, INC.

BALL-MARTIN INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT 401K PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received May 6, 2026Verified current terms Not available

Plan summary

What matters most

This plan has a documented employer contribution and a documented vesting schedule. Reported employer contributions are around the middle of comparable plans.

62Fair plan health
high confidence
See what drives the plan health score
Employer contributions versus peers74/10030% of the full model
Lower reported administrative cost1/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Participant-loan burden100/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

distributions (“RMDs”), special distribution provisions (related to emergency and domestic abuse victims), Roth accounts, surviving spouse treatment, Roth catch-up contributions, matching contributions for student loan repayments, mandatory distribution limits for terminated employee account balances, employer-offered emergency savings accounts and plan corrections for elective deferrals.

02 · What it could be worthSee formula

The official filing does not support a reliable dollar example.

03 · VestingOfficial filing detail

t to the restrictions noted in the Company Stock paragraph below.

04 · Fees and expensesOfficial filing detail

96 Total additions ​ ​ 354,932,877 ​ ​ 364,073,267 ​ ​ ​ ​ ​ ​ ​ Deductions: ​ ​ ​ ​ ​ ​ Distributions to participants and loans deemed distributed ​ ​ 413,884,743 ​ ​ 849,904,874 Administrative expenses ​ ​ 1,195,852 ​ ​ 1,185,480 Total deductions ​ ​ 415,080,595 ​ ​ 851,090,354 ​ ​ ​ ​ ​ ​ ​ Net (decrease) in net assets ​ ​ ( 60,147,718 ) ​ ​ ( 487,017,087 ) ​ ​ ​ ​ ​ ​ ​ Net assets available for benefits: ​ ​ ​ ​ ​ ​ Beginning of the year ​ ​ 2,319,532,435 ​ ​ 2,806,549,522 End of the year ​ $ 2,259,384,717 ​ $ 2,319,532,435 ​ See accompanying Notes to Financial Statements ​ ​ 4 ​ Table of Contents BALL CORPORATION 401(k) and Employee Stock Ownership Plan Notes to Financial Statements December 31, 2025 and 2024 Note 1–Description of the Plan ​ The following is a brief description of the

06 · Eligibility and waiting periodafter three completed years of service

after three completed years of service

09 · Employer contribution vs. peers74th percentile

Up 0.0% over the filing history shown.

What still needs verification

investment choices, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202552out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions74th percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense1st percentileTypical peer $105 · based on 18,019 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, BALL-MARTIN INSURANCE AGENCY, INC. reported $25,565 in employer contributions across this plan, or $6,391 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating4

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison52/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$25,565
$6,391 per active participant
Participant contributions
$26,810
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
48.8%
Active participants
4
Small plan
Total participants
4
4 at the beginning of the year
Ending assets
$1,034,480
$258,620 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$839,195
Ending net assets
$1,034,480
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$207,253
Total expenses
$11,968
Administrative expenses
$11,968
$2,992 per active participant
Participant loans
$2,885
0.3% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$6,391
Administrative cost per participant
2025
$2,992
Active participants
2025
4
Total plan assets
2025
$1,034,480
Participant loans as a share of assets
2025
0.3%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$6,39141M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
0.3%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
540491810-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 1986
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025BALL Corp — 11-K filed 2026-06-15
Official filing · details not yet checked
What it says about employer contributions

distributions (“RMDs”), special distribution provisions (related to emergency and domestic abuse victims), Roth accounts, surviving spouse treatment, Roth catch-up contributions, matching contributions for student loan repayments, mandatory distribution limits for terminated employee account balances, employer-offered emergency savings accounts and plan corrections for elective deferrals. All of the required provisions have been implemented as of the date the financial statements were available to be issued. ​ Effective January 1, 2024, the Administrative Services Agreement (“ASA”) between the Company and Voya Institutional Plan Services, LLC. was amended to address the collection and handling of float earnings. The float earnings are calculated based on the Plan’s monthly average check b

What it says about vesting

t to the restrictions noted in the Company Stock paragraph below. The Company contributions of this type were $ 905,971 in 2025 and $ 977,940 in 2024. ​ Vesting ​ Participants are fully vested in their own contributions and related earnings, any Company matching contributions and certain additional Company contributions, including related earnings. Vesting in the NECC is based on completed years of service. A participant becomes 100 percent vested in the NECC after three completed years of service. ​ Forfeitures ​ The forfeitures balance was $ 58,660 and $ 31,521 at December 31, 2025 and 2024, respectively. Forfeitures, if any, are used to pay plan expenses or reduce employer contributions. During 2025, $ 550,024 was used for employer contributions and $ 0 was used for expenses. During 202

What it says about automatic enrollment

t. Eligibility to participate in the Plan begins with the first day of employment. An eligible employee who does not make an election about his or her participation in the Plan is automatically enrolled 30 days after his or her eligibility date. ​ Employee Contributions ​ The Plan allows eligible participants to contribute a portion of their eligible pay to the Plan on a pre-tax basis and post-tax basis (“Roth”), within limits defined by the Plan. Such limits vary among certain employee classifications. Participants who have attained age 50 before the end of the Plan Year are eligible to make catch-up contributions, subject to annual Internal Revenue Code (“IRC”) limitations. In all cases, the maximum contribution for a participant may not exceed the annual maximum limits established under

What it says about fees

96 Total additions ​ ​ 354,932,877 ​ ​ 364,073,267 ​ ​ ​ ​ ​ ​ ​ Deductions: ​ ​ ​ ​ ​ ​ Distributions to participants and loans deemed distributed ​ ​ 413,884,743 ​ ​ 849,904,874 Administrative expenses ​ ​ 1,195,852 ​ ​ 1,185,480 Total deductions ​ ​ 415,080,595 ​ ​ 851,090,354 ​ ​ ​ ​ ​ ​ ​ Net (decrease) in net assets ​ ​ ( 60,147,718 ) ​ ​ ( 487,017,087 ) ​ ​ ​ ​ ​ ​ ​ Net assets available for benefits: ​ ​ ​ ​ ​ ​ Beginning of the year ​ ​ 2,319,532,435 ​ ​ 2,806,549,522 End of the year ​ $ 2,259,384,717 ​ $ 2,319,532,435 ​ See accompanying Notes to Financial Statements ​ ​ 4 ​ Table of Contents BALL CORPORATION 401(k) and Employee Stock Ownership Plan Notes to Financial Statements December 31, 2025 and 2024 Note 1–Description of the Plan ​ The following is a brief description of the

11-K · report period Dec 31, 2025LOCKHEED MARTIN CORP — 11-K filed 2026-06-24
Official filing · details not yet checked
What it says about employer contributions

ation goes up to 8 %. The Plan permits catch-up contributions for participants turning age 50 or older by the end of the calendar year. Catch-up contributions are not eligible for Company matching contributions. The Corporation contributes a matching contribution equal to 50 % of the participant’s contribution up to the first 8 % (i.e., up to 4 %) of the participant’s base salary. Substantially all employer matching contributions to the Plan consist of the Corporation’s common stock invested in the ESOP Fund. In addition to employer matching contribution, the Corporation contributes an employer profit-sharing contribution of up to 6 % of an eligible employee’s weekly base salary ( 6 % company contribution is for employees in eligible business units only). With respect to Participants who a

What it says about vesting

awals, or loans may be made directly from the assets in the SDBA, unless the participant requests a lump sum distribution after termination of employment. Vesting Participants are immediately vested in all employee contributions, rollover contributions from other qualified plans, the Corporation's matching contributions and earnings (or losses) thereon. Participants who were employed with an original start date before January 1, 2025 are immediately vested in all prior and future employer profit-sharing contributions. For participants hired with an original start date on or after January 1, 2025, vesting in employer profit-sharing contributions occurs at a rate of 20 % for each year of service, with 100 % vesting after five years of service. Participants become fully vested in employer pro

What it says about automatic enrollment

n is extended by Lockheed Martin Corporation (Lockheed Martin or the Corporation), including employees in the U.S. and certain U.S. citizens working abroad. Eligible employees are automatically enrolled in the Plan when they are hired, unless they affirmatively decline to participate. The Plan includes an Employee Stock Ownership Plan (ESOP) feature. Cash dividends paid on Lockheed Martin common stock in both the ESOP Fund and the Lockheed Martin Stock Fund are automatically reinvested in those funds, unless the participant elects to receive the dividend directly as taxable income. The assets of the Plan, excluding receivables, are held and invested on a commingled basis in the Lockheed Martin Corporation Defined Contribution Plans Master Trust (the Master Trust) under an agreement between

What it says about fees

stment contracts at contract value — 4,374,595 4,374,595 Receivables: Notes receivable from participants — 287,426 287,426 Total assets 8,282,816 47,150,336 55,433,152 Liabilities Administrative expenses payable — 5,494 5,494 Total liabilities — 5,494 5,494 Total net assets available for benefits $ 8,282,816 $ 47,144,842 $ 55,427,658 The accompanying notes are an integral part of these financial statements. 2 Table of Contents Lockheed Martin Corporation Salaried Savings Plan Statement of Net Assets Available for Benefits December 31, 2024 (in thousands) ESOP Fund Participant- Directed Investments Total Assets Interest in Lockheed Martin Corporation Defined Contribution Plans Master Trust: Investments at fair value $ 8,743,821 $ 37,955,480 $ 46,699,301 Investments in fully benefit-responsi

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260506064013NAL0002211520001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗