Daniel J. Guarino Insurance Agency INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Daniel J. Guarino Insurance Agency INC.
  • Sponsor EIN: 043254008
  • Sponsor Address: 99 ROSEWOOD DRIVE, SUITE 111, DANVERS, MA, 01923
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $2.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$2.5M$30,000$0
20236$2.4M$40,000$0
20226$2.1M$30,000$0

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