Department of Labor filing
Spot something wrong?BRIAN STEVENS INSURANCE AGENCY, INC.
BRIAN STEVENS INSURANCE AGENCY INC 401(K) PLAN · For the plan year ended Dec 31, 2025
Latest public filing 2025 · received Apr 14, 2026
At a glance
The details employees usually care about
Bottom line: The current match still needs a dated source. Vesting is not confirmed yet. Reported employer money is near the middle of its peer group.
54Plan health
from public filings
from public filings
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
How this is calculated →Still checking: vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability
These details may be in documents available only to employees. We leave them blank until we find a dated source.
What to check first: the match, vesting, waiting period and fees. Use the filing history to see how the plan has changed over time.
One limitation: public filings do not show your personal investment returns. A blank means we could not verify the answer; it does not count against the plan. We still need a current plan document for today’s benefit rules.
Filing comparison · 2025—There is not enough comparable filing data to calculate this yet.
How this filing compares
Reported employer contributions26th percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expenseNot enough dataTypical 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. Limitations: administrative_cost_measure_unavailable_or_zero
The short version
What employees should know
For the year ended Dec 31, 2025, BRIAN STEVENS INSURANCE AGENCY, INC. reported $11,441 in employer contributions across this plan, or $1,634 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
A fair peer score is not available yet.
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
- $11,441 $1,634 per active participant
- Participant contributions
- $61,423
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 15.7%
- Active participants
- 7 Small plan
- Total participants
- 7 11 at the beginning of the year
- Ending assets
- $844,439 $120,634 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $644,754
- Ending net assets
- $844,439
- Beginning liabilities
- $0
- Ending liabilities
- $0
- Total income
- $199,685
- Total expenses
- $0
- Administrative expenses
- $0 $0 per active participant
- Participant loans
- Not reported Not reported 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.
2025
$1,634
2025
$0
2025
7
2025
$844,439
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $1,634 | 7 | 844.4K |
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
- Not reported
- 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
- 453253387-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2016
- 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 codes
2E3D2G2J2K2F2T
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
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_ID20260414140330NAL0032449282001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗