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CONNELL & CURLEY INSURANCE AGENCY, INC. — CONNELL & CURLEY INSURANCE AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251205110403NAL0007395426001
CONNELL & CURLEY INSURANCE AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
CONNELL & CURLEY INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
10
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
CONNELL & CURLEY INSURANCE AGENCY, INC.
.
Find decision makers
Plan sponsor
Name
CONNELL & CURLEY INSURANCE AGENCY, INC.
EIN
04-3099541
Address
19 WEST CENTRAL STREET · NATICK, MA · 01760
Phone
(508) 665-1112
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-05
Pension benefit codes
2E · Profit-sharing
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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