KATHY SCOTT INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN

[ EIN: 02-0663666 | Plan No. 001 ]

KATHY SCOTT INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN is reported on Form 5500 as a 401(k) plan sponsored by KATHY SCOTT INSURANCE AGENCY, INC.. For the 2024 plan year, the plan had 12 participants and total assets of $302,504.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: KATHY SCOTT INSURANCE AGENCY, INC.

Location: 6026 SAN JOSE BOULEVARD, JACKSONVILLE, FL 32217

EIN: 020663666

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 12

Total Assets: $302,504

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