Original filing (PDF)20250320145838NAL0006630913001

V.A. HEINZ ASSOCIATES, INC.

Name: V.A. HEINZ ASSOCIATES, INC. — V.A. HEINZ ASSOCIATES, INC.401KPLAN, Form 5500 (2024)
Creator: V.A. HEINZ ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

V.A. HEINZ ASSOCIATES, INC.401KPLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 V.A. HEINZ ASSOCIATES, INC..

Plan sponsor

Name

V.A. HEINZ ASSOCIATES, INC.

EIN

11-3231245

Address

146-08 HILLSIDE AVENUE · JAMAICA, NY · 11435

Phone

—

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

2025-03-20

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 Insurance Agencies & Brokerages plans

CAPITAL / INSURANCE SERVICES CORPORATION

CAPITAL / INSURANCE SERVICES CORPORATION PROFIT SHARING PLAN

$1.6M · 9 participants

FLORIDA INSURANCE SERVICES, INC. DBA SENIOR LIFE SERVICES

SENIOR LIFE SERVICES 401K

$1.6M · 36 participants

WEINER BENEFITS GROUP, LLC

WEINER BENEFITS GROUP, LLC 401K PLAN

$1.6M · 13 participants

SCHABEN INSURANCE & FINANCIAL, INC.

SCHABEN INSURANCE & FINANCIAL, INC. 401(K) PLAN

$1.6M · 7 participants

SCHMITZ INSURANCE SERVICES, LLC