Original filing (PDF)20250619114142NAL0004690256001

MORRISON INSURANCE AGENCY INC

Name: MORRISON INSURANCE AGENCY INC — MORRISON INSURANCE AGENCY INC 401K PROFIT SHARING PLAN AND TRU, Form 5500 (2024)
Creator: MORRISON INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

MORRISON INSURANCE AGENCY INC 401K PROFIT SHARING PLAN AND TRU

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 MORRISON INSURANCE AGENCY INC.

Plan sponsor

Name

MORRISON INSURANCE AGENCY INC

EIN

26-1629391

Address

494 WHEELERS FARM RD · ORANGE, CT · 06477

Phone

(203) 336-9198

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

STEPHEN C. FOY, INC.

STEPHEN C. FOY, INC. 401(K) PLAN

$1.8M · 1 participants

RICHARD F. HAKEY

RICHARD F. HAKEY PROFIT SHARING PLAN

$1.8M · 7 participants

DIALANI ASSOCIATES INC.

DIALANI ASSOCIATES INC. 401(K) PROFIT SHARING PLAN

$1.8M · 5 participants

THOMPSON INSURANCE GROUP LLC

THOMPSON INSURANCE GROUP, LLC 401(K) RETIREMENT PLAN

$1.8M · 22 participants

VIRGINIA TITLE CENTER, LLC

SBA DEFINED CONTRIBUTION PLAN FOR VIRGINIA TITLE