Department of Labor filing

FLOOD & PETERSON INSURANCE, INC.

FLOOD & PETERSON INSURANCE, INC. PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Jul 28, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

58filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$6,852

Reported employer contributions per active participant.

Higher than about 81% of comparable plans

#People in the filing

102

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$514 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 5% of comparable plans

↗Investment performance

Not available

Plan assets changed 19.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202458out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions81st percentileTypical peer $3,340 · based on 500 comparable plans

Lower reported administrative expense5th percentileTypical peer $164 · based on 494 comparable plans

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

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, FLOOD & PETERSON INSURANCE, INC. reported $698,927 in employer contributions across the plan and 102 active participants. That works out to $6,852 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy65%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 4.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 28.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context58/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $698,927
Participant contributions: $1,192,776
Other contributions: $208,757
Employer share of reported contributions: 36.9%
Beginning assets: $17,599,805
Ending assets: $21,046,398
Ending net assets: $21,046,398
Ending liabilities: $0
Total income: $4,753,149
Total expenses: $1,306,556
Administrative expenses: $75,024
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$6,546

2023

$6,416

2024

$6,852

Plan-paid administrative expenses per participant

2022

$401

2023

$487

2024

$514

Active participants

2022

2023

2024

102

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,852	102	21M	20250728175625NAL0002701456001
2023	$6,416	96	17.6M	20240820144705NAL0002699953001
2022	$6,546	90	16.4M	20230724102613NAL0005056627001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 840475762-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 12, 1960
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
2E2F2G2J2K2S2T3D

Current plan terms

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Filing ACK_ID20250728175625NAL0002701456001

Data sourceDOL Form 5500 bulk data ↗

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