· 2022–2024 · DOL EFAST2

JEFFREY J. MCAULEY AGENCY, INC. — JEFFREY J. MCAULEY AGENCY INC. PROFIT SHARING 401K PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251010090108NAL0007408433001

JEFFREY J. MCAULEY AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

JEFFREY J. MCAULEY AGENCY INC. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

65

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 JEFFREY J. MCAULEY AGENCY, INC..

Plan sponsor

Name

JEFFREY J. MCAULEY AGENCY, INC.

EIN

11-3473948

Address

440 WAVERLY AVENUE · PATCHOGUE, NY · 11772

Phone

(631) 289-5333

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

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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