Original filing (PDF)20250827152617NAL0016727456001

BILL DACOSTA AGENCY, INC.

Name: BILL DACOSTA AGENCY, INC. — BILL DACOSTA AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BILL DACOSTA AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

BILL DACOSTA AGENCY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BILL DACOSTA AGENCY, INC..

Plan sponsor

Name

BILL DACOSTA AGENCY, INC.

EIN

11-3616149

Address

587 BROADWAY · MASSAPEQUA, NY · 11758

Phone

(516) 797-5000

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

2025-08-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

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

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Service providers (Schedule C)

Small plans don't disclose service providers

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