How big is Duncan Mackellar Insurance Agency, Inc.'s plan?

Duncan Mackellar Insurance Agency, Inc.'s plan reported $4.6M in assets and 4 participants for 2024.

Original filing (PDF)20251014161321NAL0001667347001

Duncan Mackellar Insurance Agency, Inc.

Name: Duncan Mackellar Insurance Agency, Inc. — Form 5500 Plan 002 (2024)
Creator: Duncan Mackellar Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duncan Mackellar Profit Sharing Plan and Trust

Defined-contribution retirement plan · Duncan Mackellar Insurance Agency, Inc.'s Duncan Mackellar Profit Sharing Plan and Trust held $4.6M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Duncan Mackellar Insurance Agency, Inc.'s EIN is 04-2081661.

EIN 04-2081661

Plan number 002

Plan year 2024

ACK ID 20251014161321NAL0001667347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Duncan Mackellar Insurance Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Duncan Mackellar Insurance Agency, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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