How big is Michael Skubic Insurance's plan?

Michael Skubic Insurance's plan reported $113K in assets and 6 participants for 2024.

Original filing (PDF)20250707110009NAL0001928675002

Michael Skubic Insurance

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

Form 5500-SF

FILING_RECEIVED

Michael Skubic Insurance Retirement Trust

401(k) retirement plan · Michael Skubic Insurance's Michael Skubic Insurance Retirement Trust held $113K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$113K

Net assets (EOY)

$113K

People on this filing

Plan Sponsor signed Michael Skubic Insurance's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Michael Skubic Insurance's EIN is 85-2437131.

EIN 85-2437131

Plan number 001

Plan year 2024

ACK ID 20250707110009NAL0001928675002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Skubic Insurance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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