Original filing (PDF)20231016104019NAL0024553971001

BENNETT & BENNETT INSURANCE, INC.

Name: BENNETT & BENNETT INSURANCE, INC. — BENNETT & BENNETT INSURANCE INC., 401K SALARY REDUCTION PLAN, Form 5500 (2022)
Creator: BENNETT & BENNETT INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

BENNETT & BENNETT INSURANCE INC., 401K SALARY REDUCTION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENNETT & BENNETT INSURANCE, INC..

Plan sponsor

Name

BENNETT & BENNETT INSURANCE, INC.

EIN

35-1107584

Address

351 EAST CHESTNUT STREET · CORYDON, IN · 471121201

Phone

(812) 738-2233

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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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