Original filing (PDF)20250423084221NAL0009568912001

HINCK PRIVATE WEALTH MANAGEMENT

Name: HINCK PRIVATE WEALTH MANAGEMENT — HINCK PRIVATE WEALTH MANAGEMENT 401K PLAN, Form 5500 (2024)
Creator: HINCK PRIVATE WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

HINCK PRIVATE WEALTH MANAGEMENT 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan health score

/ 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HINCK PRIVATE WEALTH MANAGEMENT.

Plan sponsor

Name

HINCK PRIVATE WEALTH MANAGEMENT

EIN

46-2717626

Address

1177 S. MCCALL ROAD · ENGLEWOOD, FL · 34223

Phone

(941) 473-4345

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

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)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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