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HURLEY FINANCIAL GROUP, INC. — HURLEY FINANCIAL GROUP, INC. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260122142536NAL0002385811001
HURLEY FINANCIAL GROUP, INC.
Form 5500-SF
FILING_RECEIVED
HURLEY FINANCIAL GROUP, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 2.2 mo
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
86
/ 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
91
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HURLEY FINANCIAL GROUP, INC.
.
Find decision makers
Plan sponsor
Name
HURLEY FINANCIAL GROUP, INC.
EIN
20-8760007
Address
111 SW 4TH ST. · CORVALLIS, OR · 97333
Phone
(541) 757-2331
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-22
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 2.2 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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