Original filing (PDF)20230810094522NAL0057619682001

KEVIN MURPHY & ASSOCIATES, INC.

Name: KEVIN MURPHY & ASSOCIATES, INC. — KEVIN MURPHY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: KEVIN MURPHY & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

KEVIN MURPHY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN MURPHY & ASSOCIATES, INC..

Plan sponsor

Name

KEVIN MURPHY & ASSOCIATES, INC.

EIN

31-1602698

Address

2412 S. SMITHVILLE ROAD · DAYTON, OH · 45420

Phone

(937) 252-1655

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2023-08-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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