Original filing (PDF)20250702144546NAL0019994384001

THE ASSOCIATED AGENCIES, INC.

Name: THE ASSOCIATED AGENCIES, INC. — THE ASSOCIATED AGENCIES, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: THE ASSOCIATED AGENCIES, INC.

Form 5500-SF

FILING_RECEIVED

THE ASSOCIATED AGENCIES, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 THE ASSOCIATED AGENCIES, INC..

Plan sponsor

Name

THE ASSOCIATED AGENCIES, INC.

EIN

23-1685872

Address

83 BIG OAK ROAD · MORRISVILLE, PA · 190672047

Phone

(215) 295-0725

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

TERRY ROMERO WOFFORD INSURANCE AGENCY, INC.

TERRY ROMERO WOFFORD INSURANCE AGENCY, INC 401(K) PLAN

$3.3M · 9 participants

GUARANTR INC.

THE GUARANTORS 401(K) PLAN

$3.3M · 203 participants

THE INSURANCE CENTER OF TUSCALOOSA, INC.

INSURANCE CENTER OF TUSCALOOSA, INC

$3.3M · 17 participants

FIRST INSURANCE AGENCY, INC.

FIRST INSURANCY AGENCY, INC. 401(K) PLAN

$3.3M · 4 participants

SUHR & LICHTY INSURANCE AGENCY INC

SUHR & LICHTY INSURANCE AGENCY INC RETIREMENT PLAN