How big is Hinkle Insurance Services' plan?

Hinkle Insurance Services' plan reported $506K in assets and 2 participants for 2024.

Original filing (PDF)20251001131742NAL0016170640001

Hinkle Insurance Services

Name: Hinkle Insurance Services — HIS Profit Sharing Plan, Form 5500 (2024)
Creator: Hinkle Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HIS Profit Sharing Plan

Defined-contribution retirement plan · Hinkle Insurance Services' HIS Profit Sharing Plan held $506K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

Plan identifiers

Hinkle Insurance Services' EIN is 47-2665525.

EIN 47-2665525

Plan number 001

Plan year 2024

ACK ID 20251001131742NAL0016170640001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hinkle Insurance Services' plan includes profit-sharing.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HINKLE INSURANCE SERVICES

EIN

all filings

Address

445 MARINE VIEW AVE, SUITE 300 · DEL MAR, CA · 92014

Phone

(800) 594-0336

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator