Original filing (PDF)20250430112209NAL0001121603001

MODICA ASSOCIATES INC

Name: MODICA ASSOCIATES INC — MODICA ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MODICA ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

MODICA ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 MODICA ASSOCIATES INC.

Plan sponsor

Name

MODICA ASSOCIATES INC

EIN

11-3106414

Address

75 CLINTON ST · STATEN ISLAND, NY · 103042242

Phone

(718) 855-1836

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

RAYMOND H JOHNSON

RAYMOND H JOHNSON 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 4 participants

NIXON & LINDSTROM INSURANCE, INC.

NIXON & LINDSTROM INSURANCE RETIREMENT PLAN

$1.2M · 34 participants

JAMES M. MORRISON INSURANCE SERVICES, INC.

MORRISON INSURANCE SERVICES 401(K) RETIREMENT PLAN

$1.2M · 6 participants

ABBATE INSURANCE ASSOCIATES, INC.

ABBATE INSURANCE ASSOCIATES 401(K) PROFIT SHARING PLAN

$1.2M · 15 participants

ROBERT R. SAVKO