Original filing (PDF)20251006122033NAL0001844179001

STAN MALCOLM STATE FARM AGENCY

Name: STAN MALCOLM STATE FARM AGENCY — STANLEY MALCOLM JR. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STAN MALCOLM STATE FARM AGENCY

Form 5500-SF

FILING_RECEIVED

STANLEY MALCOLM JR. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

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 STAN MALCOLM STATE FARM AGENCY.

Plan sponsor

Name

STAN MALCOLM STATE FARM AGENCY

EIN

81-1321422all filings

Address

5046 ENGLISH CREEK AVE. · EGG HARBOR TWP, NJ · 08234

Phone

(609) 646-6692

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Welfare benefit codes

4B · Life insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

INTEGRITY INSURANCE SERVICES INC

$242K · 57 participants

CMH INSURANCE, INC

CMH INSURANCE, INC. 401(K) PLAN

$242K · 4 participants

DIZON ENTERPRISES LLC DBA WIN GROUP

WEALTH INTEGRITY NETWORK GROUP 401(K) PLAN

$242K · 3 participants

SUMMIT INSURANCE ADVISORS

SUMMIT INSURANCE ADVISORS 401(K) PLAN

$242K · 2 participants

JT CLARK & ASSOCIATES

JT CLARK & ASSOCIATES 401(K) PLAN

$242K · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.