Original filing (PDF)20250319091024NAL0009113346001

VAN PELT & SON AGENCY, INC.

Name: VAN PELT & SON AGENCY, INC. — VAN PELT & SON AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VAN PELT & SON AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

VAN PELT & SON AGENCY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$916K

Net assets (EOY)

$916K

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 (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VAN PELT & SON AGENCY, INC..

Plan sponsor

Name

VAN PELT & SON AGENCY, INC.

EIN

21-0704793all filings

Address

ONE CHERRY TREE FARM ROAD · P.O. BOX 645 · NEW MONMOUTH, NJ · 07748

Phone

(732) 671-0570

Industry