PETER E. MATHISON AGENCY, INC. 401(K) PLAN

[ EIN: 02-0620943 | Plan No. 003 ]

PETER E. MATHISON AGENCY, INC. 401(K) PLAN, sponsored by PETER E. MATHISON AGENCY, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 9 participants and total assets of $3,261,521 during the 2024 reporting period.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: PETER E. MATHISON AGENCY, INC.

Location: 1110 JERICHO TURNPIKE, NEW HYDE PARK, NY 11040

EIN: 020620943

Plan Number: 003

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 9

Total Assets: $3,261,521

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