OpenERISA

Alan Williams & Assoc Insurance Agency, INC.

Fort Myers, FL, 33912

EIN 26-0880228
Plans
2
Total participants
180
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524210
Plan sponsors in FloridaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Alan Williams & Associates Insurance Agency, INC. 401(K) Retirement Plan20
2024Form 5500-SF002Alan Williams & Associates Insurance Agency, INC Cash Balance Plan18
2023Form 5500-SF001Alan Williams & Associates Insurance Agency, INC. 401(K) Retirement Plan19
2023Form 5500-SF002Alan Williams & Associates Insurance Agency, INC Cash Balance Plan17
2022Form 5500-SF001Alan Williams & Associates Insurance Agency, INC. 401(K) Retirement Plan18
2022Form 5500-SF002Alan Williams & Associates Insurance Agency, INC Cash Balance Plan16
2021Form 5500-SF001Alan Williams & Associates Insurance Agency, INC. 401(K) Retirement Plan20
2021Form 5500-SF002Alan Williams & Associates Insurance Agency, INC Cash Balance Plan18
2020Form 5500-SF001Alan Williams & Associates Insurance Agency, INC. 401(K) Retirement Plan18
2020Form 5500-SF002Alan Williams & Associates Insurance Agency, INC Cash Balance Plan16

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

Other plan sponsors in Florida

All Florida plan sponsors →