· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MACOMB GERLACH AGENCY — M.G.A. PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730120914NAL0002327811002
MACOMB GERLACH AGENCY
Form 5500-SF
FILING_RECEIVED
M.G.A. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
11
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MACOMB GERLACH AGENCY
.
Find decision makers
Plan sponsor
Name
MACOMB GERLACH AGENCY
EIN
38-1845355
Address
P.O. BOX 451 · 273 CASS AVE. · MT. CLEMENS, MI · 48046
Phone
(586) 465-6171
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
THE WHITE AGENCY, INC.
THE WHITE AGENCY, INC. 401(K) PLAN
$1.5M · 21 participants
OLD KENTUCKY INSURANCE, INC.
OLD KENTUCKY INSURANCE, INC. 401(K) PROFIT SHARING PLAN
$1.5M · 22 participants
VICTOR D. STUART
VICTOR D. STUART PROFIT SHARING PLAN
$1.5M · 4 participants
PHILLIP BELL AGENCY
PHILLIP BELL AGENCY 401(K) PLAN
$1.5M · 9 participants
MARK S. HERBOLD
MARK S. HERBOLD PROFIT SHARING PLAN
$1.5M · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
S.T. NESWOLD & ASSOCIATES, INC.
S.T. NESWOLD & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$1.5M · 5 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
