How big is Sam Maimone Insurance Agency I's plan?

Sam Maimone Insurance Agency I's plan reported $344K in assets and 11 participants for 2024.

Original filing (PDF)20250505154031NAL0018414338001

Sam Maimone Insurance Agency I

Name: Sam Maimone Insurance Agency I — Sam Maimone, Form 5500 (2024)
Creator: Sam Maimone Insurance Agency I
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam Maimone Insurance Agency I 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sam Maimone Insurance Agency I's Sam Maimone Insurance Agency I 401(k) Profit Sharing Plan & Trust held $344K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

People on this filing

Sam Maimone signed Sam Maimone Insurance Agency I's 2024 Form 5500 as plan administrator.

Sam Maimone — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sam Maimone Insurance Agency I's EIN is 47-5657663.

EIN 47-5657663

Plan number 001

Plan year 2024

ACK ID 20250505154031NAL0018414338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sam Maimone Insurance Agency I from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sam Maimone Insurance Agency I'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 SAM MAIMONE INSURANCE AGENCY I.

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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