Original filing (PDF)20251010134341NAL0008246113001

Joseph E. Henehan Financial and Insurance Services Inc.

Name: Joseph E. Henehan Financial and Insurance Services Inc. — Form 5500 Plan 001 (2024)
Creator: Joseph E. Henehan Financial and Insurance Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Henehan Company 401(k) Plan

401(k) retirement plan · Joseph E. Henehan Financial and Insurance Services Inc.'s The Henehan Company 401(k) Plan held $1.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Joseph E. Henehan Financial and Insurance Services Inc.'s EIN is 33-0124450.

EIN 33-0124450

Plan number 001

Plan year 2024

ACK ID 20251010134341NAL0008246113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph E. Henehan Financial and Insurance Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph E. Henehan Financial and Insurance Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH E. HENEHAN FINANCIAL AND INSURANCE SERVICES INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score