How big is Steve Schureman Insurance, Inc.'s plan?

Steve Schureman Insurance, Inc.'s plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250915165149NAL0002119072001

Steve Schureman Insurance, Inc.

Name: Steve Schureman Insurance, Inc. — Steve Schureman, Form 5500 (2024)
Creator: Steve Schureman Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steve Schureman Insurance 401(k) Plan

401(k) retirement plan · Steve Schureman Insurance, Inc.'s Steve Schureman Insurance 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Steve Schureman Insurance, Inc.'s EIN is 46-3320021.

EIN 46-3320021

Plan number 001

Plan year 2024

ACK ID 20250915165149NAL0002119072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steve Schureman Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steve Schureman Insurance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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