Original filing (PDF)20251007090233NAL0007596896001

SWAN & SONS-MORSS CO., INC.

Name: SWAN & SONS-MORSS CO., INC. — SWAN & SONS-MORSS CO. DEFERRED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SWAN & SONS-MORSS CO., INC.

Form 5500-SF

FILING_RECEIVED

SWAN & SONS-MORSS CO. DEFERRED PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 SWAN & SONS-MORSS CO., INC..

Plan sponsor

Name

SWAN & SONS-MORSS CO., INC.

EIN

16-0656100

Address

309 EAST WATER STREET · ELMIRA, NY · 14902

Phone

(607) 734-6283

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

CONNER INSURANCE, INC.

CONNER INSURANCE, INC 401(K) PLAN

$4.8M · 48 participants

MIDLAND TITLE & ESCROW, LTD.

MIDLAND TITLE 401(K) PLAN

$4.8M · 30 participants

THE CUTLER GROUP, INC.

THE CUTLER GROUP 401(K) PLAN

$4.8M · 37 participants

HUNTER INSURANCE, INC.

HUNTER INSURANCE, INC. PROFIT SHARING PLAN

$4.8M · 13 participants

PACIFIC NORTHWEST TITLE COMPANY OF KITSAP COUNTY, INC.

PACIFIC NORTHWEST TITLE COMPANY OF KITSAP COUNTY, INC. 401(K) PLAN