Original filing (PDF)20250721113933NAL0003571666001

HIMELICK FINANCIAL GROUP

Name: HIMELICK FINANCIAL GROUP — HIMELICK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HIMELICK FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

HIMELICK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 HIMELICK FINANCIAL GROUP.

Plan sponsor

Name

HIMELICK FINANCIAL GROUP

EIN

27-1919211

Address

7200 N. MOPAC EXPY, SUITE 170 · AUSTIN, TX · 78731

Phone

(512) 580-0401

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

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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