How big is GEM-Young Insurance & Financial Services, Inc.'s plan?

GEM-Young Insurance & Financial Services, Inc.'s plan reported $3.3M in assets and 15 participants for 2025.

Original filing (PDF)20260408100130NAL0010137377001

GEM-Young Insurance & Financial Services, Inc.

Name: GEM-Young Insurance & Financial Services, Inc. — Form 5500 Plan 001 (2025)
Creator: GEM-Young Insurance & Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GEM-Young Insurance & Financial Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · GEM-Young Insurance & Financial Services, Inc.'s GEM-Young Insurance & Financial Services, Inc. 401(k) Profit Sharing Plan held $3.3M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Anthony Warren signed GEM-Young Insurance & Financial Services, Inc.'s 2025 Form 5500 as plan administrator.

Anthony Warren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GEM-Young Insurance & Financial Services, Inc.'s EIN is 34-1094855.

EIN 34-1094855

Plan number 001

Plan year 2025

ACK ID 20260408100130NAL0010137377001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for GEM-Young Insurance & Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

GEM-Young Insurance & Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEM-YOUNG INSURANCE & FINANCIAL SERVICES, INC..

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

GEM-YOUNG INSURANCE & FINANCIAL SERVICES, INC.

EIN

all filings

Address

3792 STARRS CENTRE DRIVE · CANFIELD, OH · 44406

Phone

(330) 533-6936

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator