What public Form 5500 filings show about the Sam Maimone Insurance Agency I 401(k) plan — and how to find and check your own account.
Sam Maimone Insurance Agency I (EIN 47-5657663) reports SAM MAIMONE INSURANCE AGENCY I 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $344K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Sam Maimone Insurance Agency I filing — schedules, fees, and providers.
Sam Maimone Insurance Agency I’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Sam Maimone Insurance Agency IHR for the recordkeeper’s name and login.
