Original filing (PDF)20250603135726NAL0018452240001

MANGOLD INSURANCE, INC

Name: MANGOLD INSURANCE, INC — MANGOLD INSURANCE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: MANGOLD INSURANCE, INC

Form 5500-SF

FILING_RECEIVED

MANGOLD INSURANCE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$779K

Net assets (EOY)

$779K

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 MANGOLD INSURANCE, INC.

Plan sponsor

Name

MANGOLD INSURANCE, INC

EIN

39-1093658

Address

P.O. BOX 440 · BURLINGTON, WI · 53105

Phone

(262) 763-7644

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

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PLANFORIT LLC

PLANFORIT LLC 401(K) PLAN

$779K · 7 participants

MARY S. BILLINGTON AGENCY, INC.

MARY S. BILLINGTON AGENCY, INC. 401(K) RETIREMENT PLAN

$779K · 3 participants

LARMANN FINANCIAL CORPORATION

LARMANN FINANCIAL CORPORATION PROFIT SHARING PLAN

$780K · 5 participants

JACK WALLACE

JACK WALLACE 401(K) PLAN

$780K · 4 participants

ANDUS, LLC

ANDUS, LLC 401(K) PLAN

$778K · 9 participants