Original filing (PDF)20251001101815NAL0031394162001

C. WINCHELL AGENCY

Name: C. WINCHELL AGENCY — C. WINCHELL AGENCY 401(K) PS PLAN & TRUST, Form 5500 (2024)
Creator: C. WINCHELL AGENCY

Form 5500-SF

FILING_RECEIVED

C. WINCHELL AGENCY 401(K) PS PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 C. WINCHELL AGENCY.

Plan sponsor

Name

C. WINCHELL AGENCY

EIN

23-2686422

Address

P.O. BOX 280 · POCONO PINES, PA · 18350

Phone

(570) 839-1280

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

C. WINCHELL AGENCY

EIN

23-2686422

City

POCONO PINES, PA

Phone

(570) 839-1280

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

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

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