Original filing (PDF)20250731140434NAL0003127811001

FRANK J WALTERS ASSOCIATES, INC.

Name: FRANK J WALTERS ASSOCIATES, INC. — FRANK J WALTERS ASSOCIATES, INC. DEFERRED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FRANK J WALTERS ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

FRANK J WALTERS ASSOCIATES, INC. DEFERRED PROFIT SHARING PLAN

Defined-contribution 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 FRANK J WALTERS ASSOCIATES, INC..

Plan sponsor

Name

FRANK J WALTERS ASSOCIATES, INC.

DBA

FRANK J WALTERS ASSOCIATES, INC.

EIN

13-1858618

Address

5813 SEABURY ST · FLUSHING, NY · 113734825

Phone

(718) 779-8404

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

2025-07-31

Pension benefit codes

2E · Profit-sharing

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

MEGENT FINANCIAL

MEGENT FINANCIAL 401(K) PLAN

$1.2M · 21 participants

NORTHWEST INSURANCE NETWORK, INC.

$1.2M · 91 participants

A MID-FLORIDA AGENCIES, INC.

A MID-FLORIDA AGENCIES CASH BALANCE PLAN

$1.2M · 4 participants

TEJ AGENCY, INC.

TEJ CORPORATION CASH BALANCE PLAN

$1.2M · 26 participants

MEL BUTTERFIELD & SON INSURANCE AGE

MEL BUTTERFIELD & SON INSURANCE AGENCY, INC.

$1.2M · 4 participants