How big is Heffner Insurance Agency Inc.'s plan?

Heffner Insurance Agency Inc.'s plan reported $175K in assets and 10 participants for 2024.

Original filing (PDF)20251007132803NAL0011423746001

Heffner Insurance Agency Inc.

Name: Heffner Insurance Agency Inc. — Heffner 401(k) Plan, Form 5500 (2024)
Creator: Heffner Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heffner 401(k) Plan

401(k) retirement plan · Heffner Insurance Agency Inc.'s Heffner 401(k) Plan held $175K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

People on this filing

Tom Heffner signed Heffner Insurance Agency Inc.'s 2024 Form 5500 as plan administrator.

Tom Heffner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heffner Insurance Agency Inc.'s EIN is 42-1735369.

EIN 42-1735369

Plan number 001

Plan year 2024

ACK ID 20251007132803NAL0011423746001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heffner Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heffner Insurance Agency Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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