Original filing (PDF)20260115223218NAL0016954705001

HENRY D. BEAN & SONS

Name: HENRY D. BEAN & SONS — HENRY D. BEAN & SONS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HENRY D. BEAN & SONS

Form 5500-SF

FILING_RECEIVED

HENRY D. BEAN & SONS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

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 HENRY D. BEAN & SONS.

Plan sponsor

Name

HENRY D. BEAN & SONS

EIN

22-1776870

Address

247 KINGS HIGHWAY EAST · HADDONFIELD, NJ · 08033

Phone

(856) 429-7500

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2026-01-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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