Original filing (PDF)20260120095115NAL0001252035001

THOMAS B. CORSITTO, INC.

Name: THOMAS B. CORSITTO, INC. — THOMAS B. CORSITTO, INC. EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THOMAS B. CORSITTO, INC.

Form 5500-SF

FILING_RECEIVED

THOMAS B. CORSITTO, INC. EMPLOYEES' PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS B. CORSITTO, INC..

Plan sponsor

Name

THOMAS B. CORSITTO, INC.

EIN

11-2384722

Address

3904 MERRICK RD · SEAFORD, NY · 117832822

Phone

(516) 783-0400

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2H · Partial participant-directed accounts

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

STEADPOINT INSURANCE GROUP, INC.

STEADPOINT INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN

$2.9M · 45 participants

BENEFIT CONCEPTS OF COLORADO, INC. AUCTORIS

BENEFIT CONCEPTS OF COLORADO, INC. DBA AUCTORIS WEALTH ACCUMULATION PLAN

$2.9M · 5 participants

MARCEL ROBIN INSURANCE AGENCY INC.

MARCEL ROBIN 401(K) PLAN

$2.9M · 8 participants

SKY VISION INSURANCE AGENCY

SKY VISION INSURANCE AGENCY 401K PLAN

$2.9M · 6 participants

UNITED WESTERN INSURANCE BROKERS, INC.