Original filing (PDF)20260213082133NAL0001241985001

MARY JOSEPH INSURANCE AGENCY, INC.

Name: MARY JOSEPH INSURANCE AGENCY, INC. — MARY JOSEPH INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARY JOSEPH INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

MARY JOSEPH INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARY JOSEPH INSURANCE AGENCY, INC..

Plan sponsor

Name

MARY JOSEPH INSURANCE AGENCY, INC.

EIN

56-2223761