Original filing (PDF)20250728150200NAL0002244673002

LAURIE BRANCH PROFIT IRA PLAN

Name: LAURIE BRANCH PROFIT IRA PLAN — LAURIE BRANCH PROFIT IRA SEP PLAN, Form 5500 (2024)
Creator: LAURIE BRANCH PROFIT IRA PLAN

Form 5500-SF

FILING_RECEIVED

LAURIE BRANCH PROFIT IRA SEP PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 LAURIE BRANCH PROFIT IRA PLAN.

Plan sponsor

Name

LAURIE BRANCH PROFIT IRA PLAN

EIN

16-1316781

Address

PO BOX 806 · OLEAN, NY · 14760

Phone

(716) 373-5511

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

LAURIE BRANCH

EIN

16-1316781

City

OLEAN, NY

Phone

(716) 373-5511

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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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