Original filing (PDF)20250701055907NAL0018174368001

G&N MCGOVERN INSURANCE AGENCY IN

Name: G&N MCGOVERN INSURANCE AGENCY IN — G&N MCGOVERN INSURANCE 401K PLAN, Form 5500 (2024)
Creator: G&N MCGOVERN INSURANCE AGENCY IN

Form 5500-SF

FILING_RECEIVED

G&N MCGOVERN INSURANCE 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

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.

Decision-maker contacts

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

Plan sponsor

Name

G&N MCGOVERN INSURANCE AGENCY IN

EIN

46-4423945all filings

Address

837 MCLEAN AVE · YONKERS, NY · 10704

Phone

(914) 803-1300

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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PADGETT & ASSOCIATES ENTERPRISES, INC.

PADGETT INSURANCE AGENCY 401(K) PLAN

$199K · 2 participants

SYLVIA H. CHOW DBA UNITED GATEWAY INSURANCE SERVICES

UNITED GATEWAY INSURANCE SERVICES RETIREMENT PLAN

$199K · 3 participants

TODD NITSCHE FINANCIAL SERVICES, INC.

TODD NITSCHE FINANCIAL SERVICES, INC. 401(K) PLAN

$199K · 3 participants

STRONG INSURANCE AGENCY INC

STRONG INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

$199K · 7 participants

SYNERGY WEALTH MANAGEMENT, INC.

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