Original filing (PDF)20240209182115NAL0006834912001

Clinton Polley Group Inc.

Name: Clinton Polley Group Inc. — Polley Insurance 401(k), Form 5500 (2023)
Creator: Clinton Polley Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Polley Insurance 401(k) Profit Sharing Plan

401(k) retirement plan · Clinton Polley Group Inc.'s Polley Insurance 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Clinton Polley Group Inc.'s EIN is 57-1216834.

EIN 57-1216834

Plan number 002

Plan year 2023

ACK ID 20240209182115NAL0006834912001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Clinton Polley Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Clinton Polley Group Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLINTON POLLEY GROUP 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score