Original filing (PDF)20230712162317NAL0023003281001

THE J. MOREY COMPANY, INC. INSURANCE AGENTS AND BROKERS

Name: THE J. MOREY COMPANY, INC. INSURANCE AGENTS AND BROKERS — THE J. MOREY COMPANY, INC. 401(K) PLAN, Form 5500 (2022)
Creator: THE J. MOREY COMPANY, INC. INSURANCE AGENTS AND BROKERS

Form 5500-SF

FILING_RECEIVED

THE J. MOREY COMPANY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE J. MOREY COMPANY, INC. INSURANCE AGENTS AND BROKERS.

Plan sponsor

Name

THE J. MOREY COMPANY, INC. INSURANCE AGENTS AND BROKERS

EIN

95-3777654

Address

800 S. HARBOR BLVD. · SUITE 100 · ANAHEIM, CA · 92805

Phone

(714) 562-5910

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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