Original filing (PDF)20250503110844NAL0012776482001

DANIEL T. SCAGLIONE

Name: DANIEL T. SCAGLIONE — DANIEL T. SCAGLIONE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DANIEL T. SCAGLIONE

Form 5500-SF

FILING_RECEIVED

DANIEL T. SCAGLIONE PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$951K

Net assets (EOY)

$951K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL T. SCAGLIONE.

Plan sponsor

Name

DANIEL T. SCAGLIONE

EIN

16-1363903all filings

Address

928 FRENCH ROAD · CHEEKTOWAGA, NY · 14227

Phone

(716) 668-4088

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

2025-05-03

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Welfare benefit codes

4B · Life insurance

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

TIM CRAWFORD INSURANCE AGENCY, INC

TIM CRAWFORD INSURANCE AGENCY 401(K) PLAN

$951K · 10 participants

ROUSSEAU INSURANCE AGENCY

ROUSSEAU INSURANCE AGENCY PROFIT SHARING PLAN

$951K · 18 participants

DONALD L CHRISTENSEN

DONALD L. CHRISTENSEN RETIREMENT PLAN

$950K

ARTHUR/KENT, INC.

ARTHUR/KENT, INC. PROFIT SHARING PLAN

$952K · 2 participants

THOMAS S. FERRY

THOMAS S. FERRY SAFE HARBOR 401(K) PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.