PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST

[ EIN: 04-2301951 | Plan No. 001 ]

According to Department of Labor Form 5500 data, PARTRIDGE ZSCHAU INSURANCE AGENCY, INC. sponsors PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST, categorized as a 401(k) plan. The filing shows 9 participants and total assets of $866,513 for the plan year 2024.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: PARTRIDGE ZSCHAU INSURANCE AGENCY, INC.

Location: 25 MILLERS FALLS RD, TURNERS FALLS, MA 01376

EIN: 042301951

Plan Number: 001

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 9

Total Assets: $866,513

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