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  2. Patty Heath Insurance Agency Inc

Filings through Oct 24, 2026.

Patty Heath Insurance Agency Inc

EIN 55-0814422-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$218K assets
Health & Benefits
0
Participants
7
12458A WARWICK BLVD - NEWPORT NEWS, VA 23606757-876-0310
Plans on this EIN
1 filing
#001401(k)-$218K - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PATTY HEATH INSURANCE AGENCY INC 401K PLAN

401(k)

Assets$218K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PATTY HEATH INSURANCE AGENCY INC 401K PLAN401(k)$218K72025
  • PATTY HEATH INSURANCE AGENCY INC 401K PLAN$218K
    #001 · 401(k) · 20257
Retirement plans
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