Original filing (PDF)20240305150504NAL0016014435001

FINKELMEIER INSURANCE AGENCY, INC.

Name: FINKELMEIER INSURANCE AGENCY, INC. — FINKELMEIER INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN & TRUST, Form 5500 (2022)
Creator: FINKELMEIER INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

FINKELMEIER INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FINKELMEIER INSURANCE AGENCY, INC.

EIN

34-1508775all filings

Address

811 REDSKIN TRL · PO BOX 210 · WAPAKONETA, OH · 458950210

Phone

(419) 739-4000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator