Original filing (PDF)20251007140834NAL0004884193001

HANHART AGENCY, INC.

Name: HANHART AGENCY, INC. — HANHART AGENCY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HANHART AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

HANHART AGENCY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 HANHART AGENCY, INC..

Plan sponsor

Name

HANHART AGENCY, INC.

EIN

34-0817328

Address

P. O. BOX 158 · 122 WEST THIRD STREET · DOVER, OH · 44622

Phone

(330) 343-7767

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

HANHART AGENCY, INC.

EIN

34-0817328

City

DOVER, OH

Phone

(330) 343-7767

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total 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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