Original filing (PDF)20231020084713NAL0003396498001

RALPH C. MEHLER AGENCY, INC.

Name: RALPH C. MEHLER AGENCY, INC. — RALPH C MEHLER AGENCY, INC. MONEY PURCHASE PLAN, Form 5500 (2022)
Creator: RALPH C. MEHLER AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

RALPH C MEHLER AGENCY, INC. MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 RALPH C. MEHLER AGENCY, INC..

Plan sponsor

Name

RALPH C. MEHLER AGENCY, INC.

EIN

25-1069955

Address

62 E SHENANGO ST · SHARPSVILLE, PA · 161501122

Phone

(724) 962-5757

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-06-01

Tax period

2023-05-31

Filed

2023-10-20

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

DEMPSEY ASSOCIATES

DEMPSEY BENEFIT GROUP

$4.8M · 2 participants

HYLAND BLOCK & HYLAND, INC.

HYLAND BLOCK & HYLAND, INC. 401(K) PLAN

$4.8M · 35 participants

IBEX INSURANCE SERVICES

IBEX INSURANCE SERVICES 401(K) PLAN

$4.8M · 9 participants

KAPLANSKY INSURANCE AGENCY

KAPLANSKY INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST

$4.8M · 94 participants

SIMONS SANDERS, INC.

SIMONS SANDERS, INC. 401(K) PLAN

$4.8M · 13 participants