Original filing (PDF)20250310021506NAL0025096528001

FM AGENCY INC

Name: FM AGENCY INC — FM AGENCY INC 401(K) PLAN, Form 5500 (2024)
Creator: FM AGENCY INC

Form 5500-SF

FILING_RECEIVED

FM AGENCY INC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$576K

Net assets (EOY)

$576K

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 FM AGENCY INC.

Plan sponsor

Name

FM AGENCY INC

EIN

20-1507761all filings

Address

8661 DUNTON ST · HOLLIS, NY · 114231300

Phone

(646) 879-8308

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

2025-03-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

CARMEN E CONTRERAS INSURANCE AGE

CARMEN E CONTRERAS INSURANCE AGENCY INC 401(K) PLAN

$576K · 6 participants

JAMES A. CONNORS ASSOCIATES, INC.

JAMES A. CONNORS ASSOCIATES, INC. 401(K) PLAN

$577K · 1 participants

TITLE AUTHORITY, LLC

TITLE AUTHORITY, LLC PROFIT SHARING PLAN

$575K · 4 participants

CPH & ASSOCIATES INSURANCE AGENCY

CPH & ASSOCIATES 401(K) PROFIT SHARING PLAN

$577K

TUSCARAWAS INSURANCE AGENCY

TUSCARAWAS INSURANCE AGENCY 401(K) PLAN

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