Original filing (PDF)20250624134844NAL0006893409001

G & G UNDERWRITERS, LLC

Name: G & G UNDERWRITERS, LLC — G G UNDERWRITERS LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: G & G UNDERWRITERS, LLC

Form 5500-SF

FILING_RECEIVED

G G UNDERWRITERS LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 G & G UNDERWRITERS, LLC.

Plan sponsor

Name

G & G UNDERWRITERS, LLC

EIN

22-3704269

Address

3 TERRY DRIVE SUITE 203 · NEWTOWN, PA · 18940

Phone

(267) 352-3293

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

2025-06-24

Pension benefit codes

2E · Profit-sharing

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

TEXAS VALLEY INSURANCE AGENCIES

TEXAS VALLEY INSURANCE AGENCIES 401(K) PLAN

$4.3M · 13 participants

DONALD S BARBERIE INSURANCE AGENCY INC. DBA OLYMPIC INSURANCE AGENCY

OLYMPIC INSURANCE AGENCY 401(K) PLAN

$4.3M · 12 participants

LUTTNER FINANCIAL GROUP

LUTTNER FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

$4.3M · 80 participants

JAMES GREENE AND ASSOCIATES, INC.

JAMES GREENE AND ASSOCIATES, INC. 401(K) PLAN

$4.3M · 75 participants

DOMINICK FALCONE AGENCY, INC.