· 2022–2024 · DOL EFAST2

WALTER P. GEOGHAN AGENCY, INC. — WALTER P. GEOGHAN AGENCY, INC., 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)

Original filing (PDF)20250407150412NAL0033011826001

WALTER P. GEOGHAN AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

WALTER P. GEOGHAN AGENCY, INC., 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

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

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WALTER P. GEOGHAN AGENCY, INC.

EIN

11-2479083all filings

Address

P.O. BOX 818 · 870 MONTUAK HIGHWAY · BAYPORT, NY · 11705

Phone

(631) 472-5000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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GERMAN CARABALLO INGLES

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