· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MACVICAR INSURANCE AGENCY INC — MACVICAR INSURANCE AGENCY INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611142606NAL0015849441001
MACVICAR INSURANCE AGENCY INC
Form 5500-SF
FILING_RECEIVED
MACVICAR INSURANCE AGENCY INC 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$88K
Net assets (EOY)
$88K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
MACVICAR INSURANCE AGENCY INC
.
Find decision makers
Plan sponsor
Name
MACVICAR INSURANCE AGENCY INC
EIN
91-1935700
Address
1640 NW GILMAN BLVD. SUITE 4 · ISSAQUAH, WA · 98027
Phone
(425) 392-4163
Industry
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
2025-06-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
ROZANNA BROWN INSURANCE AGENCY
ROZANNA A BROWN 401(K) PROFIT SHARING PLAN TRUST
$87K · 5 participants
LUPITA GUTIERREZ, INC.
LUPITA GUTIERREZ, INC. PROFIT SHARING PLAN
$89K · 6 participants
STRATOS TITLE, LP
STRATOS TITLE, LP 401(K) P/S PLAN
$85K · 6 participants
TRANSFORMATIONS AUTISM TREATME
TRANSFORMATIONS AUTISM TREATME 401(K) PROFIT SHARING PLAN & TRUST
$91K · 20 participants
WFTDI
WFTDI 401(K) PLAN
$92K · 4 participants
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NAVIA INC.
NAVIA INC. 401(K) PLAN
$83K · 3 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
