Original filing (PDF)20250523133135NAL0003027747001

CANALE INSURANCE & ACCOUNTING

Name: CANALE INSURANCE & ACCOUNTING — CANALE INSURANCE & ACCOUNTING 401(K) PLAN, Form 5500 (2024)
Creator: CANALE INSURANCE & ACCOUNTING

Form 5500-SF

FILING_RECEIVED

CANALE INSURANCE & ACCOUNTING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$680K

Net assets (EOY)

$680K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANALE INSURANCE & ACCOUNTING.

Plan sponsor

Name

CANALE INSURANCE & ACCOUNTING

EIN

01-0737390all filings

Address

234 E ALBANY STREET · OSWEGO, NY · 13126

Phone

(315) 343-4456

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

CAREY INSURANCE AGENCY INC

CAREY INSURANCE AGENCY INC., 401K PROFIT SHARING PLAN

$680K · 3 participants

BISLAND AGENCY, INC.

BISLAND AGENCY, INC. PROFIT SHARING PLAN

$680K · 5 participants

P.I.E., INC.

P.I.E., INC. PROFIT SHARING PLAN

$680K · 4 participants

CLAYTON M. KOSEKI & ASSOCIATES

CLAYTON M. KOSEKI & ASSOCIATES SAFE HARBOR 401(K) PROFIT SHARING PLAN

$679K · 3 participants

BAILEY INSURANCE, LTD

SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.