Original filing (PDF)20231102130819NAL0009427843001

DEMARCO SALES AGENCY, INC.

Name: DEMARCO SALES AGENCY, INC. — DEMARCO SALES AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: DEMARCO SALES AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

DEMARCO SALES AGENCY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEMARCO SALES AGENCY, INC..

Plan sponsor

Name

DEMARCO SALES AGENCY, INC.

EIN

16-1016384

Address

258 OLD POST RD · BALLSTON SPA, NY · 12020

Phone

(518) 884-2925

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-11-02

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

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