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THOMAS MAZZOLA INSURANCE AGENCY, INC. — THOMAS MAZZOLA INSURANCE AGENCY, INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250904092718NAL0027226288001
THOMAS MAZZOLA INSURANCE AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
THOMAS MAZZOLA INSURANCE AGENCY, INC. PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
6
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THOMAS MAZZOLA INSURANCE AGENCY, INC.
.
Find decision makers
Plan sponsor
Name
THOMAS MAZZOLA INSURANCE AGENCY, INC.
EIN
20-0572948
Address
45150 NORTH AVENUE · MACOMB TOWNSHIP, MI · 480425227
Phone
(586) 948-5600
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Name
THOMAS MAZZOLA INSURANCE AGENCY, INC.
EIN
20-0572948
City
MACOMB TOWNSHIP, MI
Phone
(586) 948-5600
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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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