Original filing (PDF)20230627125957NAL0006779264001

THE BADGER AGENCY

Name: THE BADGER AGENCY — THE BADGER AGENCY 401(K) PLAN, Form 5500 (2022)
Creator: THE BADGER AGENCY

Form 5500-SF

FILING_RECEIVED

THE BADGER AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 THE BADGER AGENCY.

Plan sponsor

Name

THE BADGER AGENCY

EIN

39-1807482

Address

P.O. BOX 97 · FOUNTAIN CITY, WI · 546290097

Phone

(608) 687-3241

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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