· 2022–2024 · DOL EFAST2

GEORGE H. YOUNGERS & SON, INC. — GEORGE H. YOUNGERS & SON, INC. PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251014131346NAL0004039872001

GEORGE H. YOUNGERS & SON, INC.

Form 5500-SF

FILING_RECEIVED

GEORGE H. YOUNGERS & SON, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$438K

Net assets (EOY)

$438K

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGE H. YOUNGERS & SON, INC..

Plan sponsor

Name

GEORGE H. YOUNGERS & SON, INC.

EIN

16-0967943all filings

Address

11700 WHITETAIL DR · MARILLA, NY · 14102

Phone

(716) 838-4480

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

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

MARSHA VEENSTRA

MARSHA VEENSTRA 401(K) PLAN

$438K · 3 participants

SAMEH MESSIHA INSURANCE AGENCY I

SAMEH MESSIHA INSURANCE AGENCY INC 401K PLAN

$438K · 3 participants

J MICHAEL RONEY INSURANCE SERVICES INC

J MICHAEL RONEY INSURANCE SERVICES INC VOLUNTARY EMPLOYEE WELFARE BENEFIT PLAN

DIMATTEO INSURANCE BROKERS, LLC

DIMATTEO INSURANCE BROKERS, LLC 401(K) PLAN

$439K · 2 participants

ADVANCED PROFESSIONAL SERVICES, LLC

ADVANCED PROFESSIONAL SERVICES, LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.