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JOHN A. PIERCE INSURANCE AGENCY, INC. — JOHN A. PIERCE INSURANCE AGENCY PROFIT-SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260126094434NAL0002427714001
JOHN A. PIERCE INSURANCE AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
JOHN A. PIERCE INSURANCE AGENCY PROFIT-SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOHN A. PIERCE INSURANCE AGENCY, INC.
.
Find decision makers
Plan sponsor
Name
JOHN A. PIERCE INSURANCE AGENCY, INC.
EIN
04-2677433
Address
7 FOX HUNT LANE · WINCHESTER, MA · 01890
Phone
(781) 729-8770
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Name
JOHN A. PIERCE INSURANCE AGENCY, INC.
EIN
04-2677433
City
WINCHESTER, MA
Phone
(781) 729-8770
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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