Original filing (PDF)20251110110034NAL0006017042001

CARL M. HENNING, INC.

Name: CARL M. HENNING, INC. — CARL M. HENNING, INC. EMPLOYEES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CARL M. HENNING, INC.

Form 5500-SF

FILING_RECEIVED

CARL M. HENNING, INC. EMPLOYEES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

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 CARL M. HENNING, INC..

Plan sponsor

Name

CARL M. HENNING, INC.

EIN

39-1101291

Address

P.O. BOX 1069 · OSHKOSH, WI · 549031069

Phone

(920) 231-6630

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-10

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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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