Original filing (PDF)20250428101519NAL0007971443001

MATTHEW A BALADY INSURANCE

Name: MATTHEW A BALADY INSURANCE — MATTHEW A BALADY INSURANCE 401K PLAN, Form 5500 (2024)
Creator: MATTHEW A BALADY INSURANCE

Form 5500-SF

FILING_RECEIVED

MATTHEW A BALADY INSURANCE 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

Plan health score

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

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 MATTHEW A BALADY INSURANCE.

Plan sponsor

Name

MATTHEW A BALADY INSURANCE

EIN

81-4811117all filings

Address

469 S ORLANDO AVE · MAITLAND, FL · 32751

Phone

(407) 671-3111

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

2025-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

NATIONAL INSURANCE CONSULTANTS INC.

NATIONAL INSURANCE CONSULTANTS INC. 401K PLAN

$17K · 8 participants

CHRISTOPHER OBEAR AGENCY, LLC

CHRISTOPHER OBEAR AGENCY 401(K) PLAN

$17K · 5 participants

ALL FRONTS INSURANCE SERVICES IN

ALL FRONTS INSURANCE 401(K) PLAN

$17K · 6 participants

2014 RENAISSANCE CORPORATION

2014 RENAISSANCE CORPORATION 401K PLAN

$17K · 3 participants

ENCOMPASS AGENCY, INC.

ENCOMPASS AGENCY, INC. 401(K) PLAN

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