· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AMOS A. PHELPS & SON INSURANCE AGENCY, INC — AMOS A. PHELPS & SON INSURANCE AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015133835NAL0002502387001
AMOS A. PHELPS & SON INSURANCE AGENCY, INC
Form 5500-SF
FILING_RECEIVED
AMOS A. PHELPS & SON INSURANCE AGENCY, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
AMOS A. PHELPS & SON INSURANCE AGENCY, INC
.
Find decision makers
Plan sponsor
Name
AMOS A. PHELPS & SON INSURANCE AGENCY, INC
EIN
04-2890728
Address
27 MARKET STREET · ROCKLAND, MA · 02370
Phone
(781) 878-0217
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
Related plans
Similar-size All Other Professional Services plans
MAINE MANUFACTURING EXTENSION PARTNERSHIP
MAINE MEP 401(K) PROFIT SHARING PLAN
$3.1M · 10 participants
BAYSER
BAYSER 401K PLAN
$3.1M · 4 participants
CARIBBEAN CONSOLIDATED SCHOOLS, INC
CARIBBEAN CONSOLIDATED SCHOOLS, INC. RETIREMENT PLAN
$3.1M · 86 participants
SUNEX INC
SUNEX INC 401(K) PROFIT SHARING PLAN & TRUST
$3.1M · 9 participants
HEALTH INFORMATION RESOURCES, INC.
HEALTH INFORMATION RESOURCES, INC. EMPLOYEES' 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.1M · 15 participants
AZURE MICRODYNAMICS, INC.
AZURE MICRODYNAMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$3.1M · 102 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
