Original filing (PDF)20250721140541NAL0000728547001

MJL INSURANCE AGENCY

Name: MJL INSURANCE AGENCY — MJL INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: MJL INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

MJL INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$433K

Net assets (EOY)

$433K

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 average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MJL INSURANCE AGENCY.

Plan sponsor

Name

MJL INSURANCE AGENCY

EIN

42-1721129all filings

Address

1075 ROUTE 82 · SUITE 6 · HOPEWELL JUNCTION, NY · 12533

Phone

(845) 715-1991

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

FIDUCIARY WISE, LLC FBO RIGHTWAY CONSULTING GROUP, INC.

ETF ADVISOR K MEP FIDUCIARY WISE, LLC

$433K · 5 participants

SIGNATURE RESOURCES CAPITAL MA

SIGNATURE RESOURCES CAPITAL MA 401(K) PROFIT SHARING PLAN & TRUST

$433K · 2 participants

QING SUN INSURANCE AGENCY, INC.

QING SUN INSURANCE AGENCY, INC. 401(K) PLAN

$433K · 3 participants

CHISHOLM AGENCY, INC.

CHISHOLM AGENCY, INC. 401(K) PLAN

$433K · 3 participants

ELITE RISK SERVICES, INC.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.