How big is Matt Fitzpatrick Insurance Agenc's plan?

Matt Fitzpatrick Insurance Agenc's plan reported $164K in assets and 10 participants for 2024.

Original filing (PDF)20250703093434NAL0000231043001

Matt Fitzpatrick Insurance Agenc

Name: Matt Fitzpatrick Insurance Agenc — Matt Fitzpatrick, Form 5500 (2024)
Creator: Matt Fitzpatrick Insurance Agenc
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matt Fitzpatrick Insurance Agency

401(k) retirement plan · Matt Fitzpatrick Insurance Agenc's Matt Fitzpatrick Insurance Agency held $164K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

People on this filing

Shirley Horner signed Matt Fitzpatrick Insurance Agenc's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Matt Fitzpatrick Insurance Agenc's EIN is 84-4373920.

EIN 84-4373920

Plan number 001

Plan year 2024

ACK ID 20250703093434NAL0000231043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matt Fitzpatrick Insurance Agenc from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matt Fitzpatrick Insurance Agenc's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATT FITZPATRICK INSURANCE AGENC.

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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