Original filing (PDF)20260311152634NAL0005804658001

Sweeney & Sweeney Insurance Inc. DBA Sweeney & Sweeney

Name: Sweeney & Sweeney Insurance Inc. DBA Sweeney & Sweeney — Form 5500 Plan 001 (2025)
Creator: Sweeney & Sweeney Insurance Inc. DBA Sweeney & Sweeney
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sweeney & Sweeney Insurance Services 401(k) Profit Sharing Plan

401(k) retirement plan · Sweeney & Sweeney Insurance Inc. DBA Sweeney & Sweeney's Sweeney & Sweeney Insurance Services 401(k) Profit Sharing Plan held $742K in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$742K

Net assets (EOY)

$741K

Plan identifiers

Sweeney & Sweeney Insurance Inc. DBA Sweeney & Sweeney's EIN is 94-2773722.

EIN 94-2773722

Plan number 001

Plan year 2025

ACK ID 20260311152634NAL0005804658001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sweeney & Sweeney Insurance Inc. DBA Sweeney & Sweeney from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sweeney & Sweeney Insurance Inc. DBA Sweeney & Sweeney's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off