· 2022–2024 · DOL EFAST2

ALAN R. MOTT Agency, Inc. — ALAN R. MOTT Agency, Form 5500 (2024)

Original filing (PDF)20260325133313NAL0002230995001

ALAN R. MOTT Agency, Inc.

Form 5500-SF

FILING_RECEIVED

ALAN R. MOTT Agency, Inc. Profit Sharing Plan

Defined-contribution retirement plan · ALAN R. MOTT Agency, Inc.'s ALAN R. MOTT Agency, Inc. Profit Sharing Plan held $814K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

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

91

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALAN R. MOTT AGENCY, INC.

EIN

11-2717153all filings

Address

184 EAST MAIN STREET · HUNTINGTON, NY · 11743

Phone

(631) 549-2628

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-03-25

Pension benefit codes

2E · Profit-sharing

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

Related plans

Similar-size Finance & Insurance plans

Century Health Alliance, LLC

Century Health Alliance 401(k) Plan

$814K · 5 participants

C2 Centric 401(k) Plan

$816K · 4 participants

Evolutions Healthcare Systems, Inc.

Evolutions Healthcare Systems Employees Savings & Retirement Plan

$811K · 12 participants

Loveall & Associates, Inc.

Loveall & Associates, Inc. 401(k) Plan

$811K · 1 participants

WPI Recovery Professionals, LLC

WPI Recovery Professionals, LLC Cash Balance Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.