· 2022–2024 · DOL EFAST2

LAURA M. SAN NICOLAS INSURANCE — LAURA M SAN NICOLAS INSURANCE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250720110403NAL0000140867001

LAURA M. SAN NICOLAS INSURANCE

Form 5500-SF

FILING_RECEIVED

LAURA M SAN NICOLAS INSURANCE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

9

Accounts w/ balance

12

Plan assets (EOY)

$114K

Net assets (EOY)

$114K

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

67

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 LAURA M. SAN NICOLAS INSURANCE.

Plan sponsor

Name

LAURA M. SAN NICOLAS INSURANCE

EIN

82-4937498all filings

Address

745 ROUTE 25A SUITE A · MILLER PLACE, NY · 11764

Phone

(631) 744-7116

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

2025-07-20

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

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