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DANIEL S. HELKOWSKI INSURANCE AGENCY — DANIEL S. HELKOWSKI INSURANCE AGENCY PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250805171446NAL0002025185001
DANIEL S. HELKOWSKI INSURANCE AGENCY
Form 5500-SF
FILING_RECEIVED
DANIEL S. HELKOWSKI INSURANCE AGENCY PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
1
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DANIEL S. HELKOWSKI INSURANCE AGENCY
.
Find decision makers
Plan sponsor
Name
DANIEL S. HELKOWSKI INSURANCE AGENCY
EIN
84-3115340
Address
1236 MERCHANT ST · AMBRIDGE, PA · 150032279
Phone
(724) 266-6850
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-08-05
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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
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Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
GRESHAM WOFTAM, INC. 401K PLAN
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