Original filing (PDF)20250619112128NAL0003115425001

LONGO AGENCY

Name: LONGO AGENCY — LONGO 401(K) TRUST, Form 5500 (2024)
Creator: LONGO AGENCY

Form 5500-SF

FILING_RECEIVED

LONGO 401(K) TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

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.

Decision-maker contacts

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

Plan sponsor

Name

LONGO AGENCY

EIN

22-2229205all filings

Address

916 BROADWAY · BAYONNE, NJ · 07002

Phone

(201) 314-5666

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

2025-06-19

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

BONDIT LLC

BONDIT 401(K) PLAN

$254K · 6 participants

AMY BOWMAN STATE FARM AGENCY

AMY BOWMAN STATE FARM AGENCY 401K PLAN

$254K · 15 participants

STAPLES INSURANCE AGENCY INC

STAPLES INSURANCE AGENCY INC 401K PLAN

$254K · 4 participants

RICHARD L. GREENWELL

RICHARD L. GREENWELL 401(K) PLAN

$254K · 5 participants

ROBERT F. GREENWOOD ASSOCIATES, INC.

ROBERT F. GREENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

$254K · 1 participants

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