Original filing (PDF)20250711120354NAL0009550176001

MATTHEW TODD SCHOMBURG INSURANCE

Name: MATTHEW TODD SCHOMBURG INSURANCE — MATT SCHOMBURG 401(K) PLAN, Form 5500 (2024)
Creator: MATTHEW TODD SCHOMBURG INSURANCE

Form 5500-SF

FILING_RECEIVED

MATT SCHOMBURG 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 MATTHEW TODD SCHOMBURG INSURANCE.

Plan sponsor

Name

MATTHEW TODD SCHOMBURG INSURANCE

EIN

20-1043080

Address

814 EAST AVENUE · KATY, TX · 77493

Phone

(281) 676-3000

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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

WANG INSURANCE AGENCY, INC.

WANG INSURANCE AGENCY, INC 401(K) PLAN

$1.8M · 17 participants

AGRI VALLEY INSURANCE, INC

AGRI VALLEY INSURANCE 401(K) PLAN

$1.8M · 4 participants

PREFERRED PARTNERS INSURANCE AGENCY LLC

BENEFIT PLAN PARTNERS, LLC DEFINED BENEFIT PENSION PLAN

$1.8M · 3 participants

TODD MARKMAN

TODD MARKMAN 401(K) PLAN

$1.8M · 11 participants

WILLIAM C. BURKE, JR. INSURANCE AGENCY, INC.

WILLIAM C. BURKE, JR. INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN