Original filing (PDF)20250423112544NAL0003785155001

THOMAS A. MATOSKA

Name: THOMAS A. MATOSKA — THOMAS A. MATOSKA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THOMAS A. MATOSKA

Form 5500-SF

FILING_RECEIVED

THOMAS A. MATOSKA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 THOMAS A. MATOSKA.

Plan sponsor

Name

THOMAS A. MATOSKA

EIN

39-1866044

Address

S30W24670 SUNSET DR · WAUKESHA, WI · 53189

Phone

(262) 547-7000

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

2025-04-23

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

BAGWELL INSURANCE GROUP

BAGWELL INSURANCE GROUP 401(K) PLAN

$2.1M · 12 participants

FINDLEY INSURANCE AGENCY, INC

FINDLEY INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

$2.1M · 7 participants

CHAPPELL, SMITH & ASSOCIATES, INC.

CHAPPELL, SMITH & ASSOCIATES, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN

$2.1M · 45 participants

TRIAD PARTNERS, LLC

TRIAD PARTNERS, LLC 401(K) PLAN

$2.1M · 99 participants

WAISS HOOSER INSURANCE LLC

WAISS HOOSER INSURANCE LLC 401(K) PSP & TRUST