Original filing (PDF)20250711114803NAL0004645875001

ZAREK INSURANCE, INC.

Name: ZAREK INSURANCE, INC. — ZAREK INSURANCE, INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ZAREK INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

ZAREK INSURANCE, INC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 ZAREK INSURANCE, INC..

Plan sponsor

Name

ZAREK INSURANCE, INC.

EIN

39-0848469

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(262) 763-8421

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

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

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